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 6-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 | $16,389 | $70,669-76.8% | $169,368-90.3% | $75,163-78.2% |
| Participation rate | 66.7% | 64.8%+1.9pp | 77.1%-10.5pp | 67.2%-0.5pp |
| Annual return | 26.28% | 36.36%-10.1pp | 405.60%-379.3pp | 160.62%-134.3pp |
| Employer contribution / active EE | $1,343 | $2,211-39.3% | $4,013-66.5% | $2,670-49.7% |
| Participant deferral / active EE | $1,980 | $4,311-54.1% | $6,221-68.2% | $4,125-52.0% |
| Admin fee / account holder | $0 | $5,402-100.0% | $9,003-100.0% | $5,651-100.0% |