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 6-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 | $132,978 | $89,753+48.2% | $107,525+23.7% | $84,808+56.8% |
| Participation rate | 37.9% | 68.1%-30.1pp | 75.1%-37.1pp | 68.3%-30.4pp |
| Annual return | 17.99% | 29.48%-11.5pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,493 | $3,113-52.0% | $3,754-60.2% | $2,631-43.2% |
| Participant deferral / active EE | $3,075 | $4,056-24.2% | $5,116-39.9% | $4,212-27.0% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |