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 | $41,498 | $93,571-55.7% | $135,903-69.5% | $75,163-44.8% |
| Participation rate | 69.6% | 75.2%-5.6pp | 81.9%-12.3pp | 67.2%+2.4pp |
| Annual return | 262.11% | 30.90%+231.2pp | 68.23%+193.9pp | 160.62%+101.5pp |
| Employer contribution / active EE | $2,315 | $3,537-34.5% | $4,856-52.3% | $2,670-13.3% |
| Participant deferral / active EE | $7,906 | $6,404+23.5% | $7,758+1.9% | $4,125+91.7% |
| Admin fee / account holder | $163 | $6,975-97.7% | $10,762-98.5% | $5,651-97.1% |