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 | $20,693 | $96,635-78.6% | $86,612-76.1% | $139,434-85.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 23.72% | 106.41%-82.7pp | 591.07%-567.4pp | 372.94%-349.2pp |
| Employer contribution / active EE | $2,428 | $3,263-25.6% | $3,022-19.7% | $4,751-48.9% |
| Participant deferral / active EE | $2,428 | $4,836-49.8% | $4,438-45.3% | $6,710-63.8% |
| Admin fee / account holder | $158 | $6,408-97.5% | $5,614-97.2% | $11,403-98.6% |