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 | $65,292 | $123,793-47.3% | $177,821-63.3% | $79,858-18.2% |
| Participation rate | 66.1% | 84.7%-18.6pp | 87.7%-21.7pp | 69.6%-3.6pp |
| Annual return | 33.49% | 22.82%+10.7pp | 48.32%-14.8pp | 31.71%+1.8pp |
| Employer contribution / active EE | $4,790 | $4,095+17.0% | $5,918-19.1% | $2,471+93.8% |
| Participant deferral / active EE | $10,232 | $5,956+71.8% | $7,714+32.6% | $3,740+173.6% |
| Admin fee / account holder | $48 | $7,243-99.3% | $12,427-99.6% | $5,306-99.1% |