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 3-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 | $23,577 | $100,773-76.6% | $88,946-73.5% | $142,382-83.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 26.60% | 70.18%-43.6pp | 57.82%-31.2pp | 217.08%-190.5pp |
| Employer contribution / active EE | $2,070 | $2,918-29.1% | $2,555-19.0% | $4,299-51.9% |
| Participant deferral / active EE | $14,524 | $5,230+177.7% | $4,581+217.0% | $6,507+123.2% |
| Admin fee / account holder | $200 | $9,693-97.9% | $8,261-97.6% | $12,624-98.4% |