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 | $64,226 | $202,432-68.3% | $169,368-62.1% | $139,434-53.9% |
| Participation rate | 53.8% | 81.1%-27.2pp | 77.1%-23.3pp | 80.3%-26.5pp |
| Annual return | 20.98% | 531.74%-510.8pp | 405.60%-384.6pp | 372.94%-352.0pp |
| Employer contribution / active EE | $2,370 | $4,692-49.5% | $4,013-40.9% | $4,751-50.1% |
| Participant deferral / active EE | $7,279 | $6,938+4.9% | $6,221+17.0% | $6,710+8.5% |
| Admin fee / account holder | $262 | $10,708-97.6% | $9,003-97.1% | $11,403-97.7% |