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 | $88,722 | $118,680-25.2% | $98,907-10.3% | $158,922-44.2% |
| Participation rate | 62.5% | 77.8%-15.3pp | 76.0%-13.5pp | 82.0%-19.5pp |
| Annual return | 5.98% | 372.35%-366.4pp | 196.43%-190.4pp | 302.83%-296.8pp |
| Employer contribution / active EE | $1,820 | $3,333-45.4% | $2,689-32.3% | $4,761-61.8% |
| Participant deferral / active EE | $3,368 | $5,088-33.8% | $4,244-20.6% | $5,982-43.7% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |