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 | $47,660 | $214,378-77.8% | $200,582-76.2% | $142,382-66.5% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 20.16% | 46.41%-26.2pp | 42.33%-22.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,165 | $6,841-53.7% | $6,419-50.7% | $4,299-26.4% |
| Participant deferral / active EE | $4,056 | $9,865-58.9% | $9,331-56.5% | $6,507-37.7% |
| Admin fee / account holder | $17 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |