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 | $39,067 | $60,124-35.0% | $90,404-56.8% | $79,858-51.1% |
| Participation rate | 61.4% | 65.0%-3.6pp | 72.7%-11.3pp | 69.6%-8.3pp |
| Annual return | 13.94% | 71.94%-58.0pp | 1293.02%-1279.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,010 | $2,068-2.8% | $3,262-38.4% | $2,471-18.7% |
| Participant deferral / active EE | $4,583 | $2,938+56.0% | $3,963+15.6% | $3,740+22.5% |
| Admin fee / account holder | $226 | $3,976-94.3% | $5,611-96.0% | $5,306-95.7% |