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 4-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 | $32,404 | $177,572-81.8% | $154,803-79.1% | $142,382-77.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 21.82% | 65.07%-43.3pp | 58.88%-37.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,410 | $4,810-70.7% | $4,305-67.3% | $4,299-67.2% |
| Participant deferral / active EE | $5,010 | $6,272-20.1% | $5,540-9.6% | $6,507-23.0% |
| Admin fee / account holder | $80 | $16,786-99.5% | $14,329-99.4% | $12,624-99.4% |