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 5-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 | $59,411 | $100,773-41.0% | $88,946-33.2% | $142,382-58.3% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 13.92% | 70.18%-56.3pp | 57.82%-43.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,153 | $2,918-60.5% | $2,555-54.9% | $4,299-73.2% |
| Participant deferral / active EE | $7,625 | $5,230+45.8% | $4,581+66.4% | $6,507+17.2% |
| Admin fee / account holder | $237 | $9,693-97.6% | $8,261-97.1% | $12,624-98.1% |