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 4-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 | $35,776 | $114,381-68.7% | $107,525-66.7% | $142,382-74.9% |
| Participation rate | 9.1% | 78.1%-69.0pp | 75.1%-66.0pp | 80.1%-71.0pp |
| Annual return | 13.18% | 242.71%-229.5pp | 181.32%-168.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,180 | $4,015+4.1% | $3,754+11.4% | $4,299-2.8% |
| Participant deferral / active EE | $4,011 | $5,564-27.9% | $5,116-21.6% | $6,507-38.4% |
| Admin fee / account holder | $236 | $9,860-97.6% | $8,919-97.4% | $12,624-98.1% |