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 | $8,565 | $104,974-91.8% | $95,585-91.0% | $142,382-94.0% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 22.93% | 210.33%-187.4pp | 38.56%-15.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,089 | $2,779-60.8% | $2,527-56.9% | $4,299-74.7% |
| Participant deferral / active EE | $1,662 | $4,352-61.8% | $4,023-58.7% | $6,507-74.5% |
| Admin fee / account holder | $30 | $6,386-99.5% | $6,127-99.5% | $12,624-99.8% |