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 | $48,495 | $117,983-58.9% | $101,794-52.4% | $142,382-65.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 19.96% | 36.92%-17.0pp | 30.53%-10.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,686 | $2,773-39.2% | $2,289-26.3% | $4,299-60.8% |
| Participant deferral / active EE | $11,750 | $4,714+149.3% | $4,084+187.7% | $6,507+80.6% |
| Admin fee / account holder | $156 | $10,433-98.5% | $8,777-98.2% | $12,624-98.8% |