See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,170 | $96,635-60.5% | $86,612-55.9% | $139,434-72.6% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 19.29% | 106.41%-87.1pp | 591.07%-571.8pp | 372.94%-353.7pp |
| Employer contribution / active EE | $4,527 | $3,263+38.7% | $3,022+49.8% | $4,751-4.7% |
| Participant deferral / active EE | $7,500 | $4,836+55.1% | $4,438+69.0% | $6,710+11.8% |
| Admin fee / account holder | $15 | $6,408-99.8% | $5,614-99.7% | $11,403-99.9% |