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 | $25,828 | $111,754-76.9% | $103,333-75.0% | $145,922-82.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 14.31% | 24.77%-10.5pp | 24.88%-10.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,698 | $4,212-59.7% | $3,868-56.1% | $4,660-63.6% |
| Participant deferral / active EE | $5,494 | $5,619-2.2% | $5,057+8.6% | $6,688-17.8% |
| Admin fee / account holder | $34 | $9,750-99.7% | $8,355-99.6% | $13,397-99.7% |