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 9-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 | $51,956 | $175,202-70.3% | $149,673-65.3% | $139,434-62.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 20.03% | 166.71%-146.7pp | 134.42%-114.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,900 | $5,474-47.0% | $4,818-39.8% | $4,751-39.0% |
| Participant deferral / active EE | $7,425 | $6,519+13.9% | $5,680+30.7% | $6,710+10.7% |
| Admin fee / account holder | $215 | $16,150-98.7% | $13,210-98.4% | $11,403-98.1% |