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 | $58,442 | $110,261-47.0% | $95,745-39.0% | $139,434-58.1% |
| Participation rate | 20.0% | 75.8%-55.8pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 24.87% | 27.11%-2.2pp | 28.35%-3.5pp | 372.94%-348.1pp |
| Employer contribution / active EE | $986 | $3,257-69.7% | $2,835-65.2% | $4,751-79.2% |
| Participant deferral / active EE | $3,698 | $4,676-20.9% | $4,245-12.9% | $6,710-44.9% |
| Admin fee / account holder | $136 | $6,613-98.0% | $5,678-97.6% | $11,403-98.8% |