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 | $41,186 | $177,572-76.8% | $154,803-73.4% | $142,382-71.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 24.31% | 65.07%-40.8pp | 58.88%-34.6pp | 217.08%-192.8pp |
| Employer contribution / active EE | $2,041 | $4,810-57.6% | $4,305-52.6% | $4,299-52.5% |
| Participant deferral / active EE | $6,715 | $6,272+7.1% | $5,540+21.2% | $6,507+3.2% |
| Admin fee / account holder | $91 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |