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 8-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 | $61,746 | $197,591-68.8% | $177,821-65.3% | $158,922-61.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 20.92% | 58.76%-37.8pp | 48.32%-27.4pp | 302.83%-281.9pp |
| Employer contribution / active EE | $8,466 | $6,697+26.4% | $5,918+43.1% | $4,761+77.8% |
| Participant deferral / active EE | $9,761 | $8,405+16.1% | $7,714+26.5% | $5,982+63.2% |
| Admin fee / account holder | $169 | $15,399-98.9% | $12,427-98.6% | $11,246-98.5% |