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 | $57,569 | $112,096-48.6% | $95,952-40.0% | $158,922-63.8% |
| Participation rate | 65.0% | 79.0%-14.0pp | 77.1%-12.1pp | 82.0%-17.0pp |
| Annual return | 56.69% | 171.09%-114.4pp | 91.61%-34.9pp | 302.83%-246.1pp |
| Employer contribution / active EE | $3,545 | $3,198+10.8% | $2,541+39.5% | $4,761-25.5% |
| Participant deferral / active EE | $5,444 | $4,784+13.8% | $4,167+30.6% | $5,982-9.0% |
| Admin fee / account holder | $6 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |