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 7-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 | $14,084 | $102,966-86.3% | $90,281-84.4% | $152,861-90.8% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 37.62% | 95.16%-57.5pp | 78.10%-40.5pp | 345.32%-307.7pp |
| Employer contribution / active EE | $3,257 | $3,139+3.8% | $2,854+14.1% | $4,762-31.6% |
| Participant deferral / active EE | $4,663 | $4,281+8.9% | $3,885+20.0% | $5,850-20.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |