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 | $17,350 | $148,534-88.3% | $135,903-87.2% | $139,434-87.6% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 12.94% | 79.19%-66.3pp | 68.23%-55.3pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,290 | $5,243-75.4% | $4,856-73.4% | $4,751-72.8% |
| Participant deferral / active EE | $2,855 | $8,100-64.7% | $7,758-63.2% | $6,710-57.4% |
| Admin fee / account holder | $143 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |