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 3-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 | $44,437 | $74,888-40.7% | $71,209-37.6% | $142,382-68.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 16.14% | 345.14%-329.0pp | 282.51%-266.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,417 | $2,854-50.4% | $2,721-47.9% | $4,299-67.0% |
| Participant deferral / active EE | $5,343 | $4,454+19.9% | $4,175+28.0% | $6,507-17.9% |
| Admin fee / account holder | $216 | $5,568-96.1% | $5,349-96.0% | $12,624-98.3% |