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 | $17,587 | $104,974-83.2% | $95,585-81.6% | $142,382-87.6% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 21.43% | 210.33%-188.9pp | 38.56%-17.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $811 | $2,779-70.8% | $2,527-67.9% | $4,299-81.1% |
| Participant deferral / active EE | $2,108 | $4,352-51.6% | $4,023-47.6% | $6,507-67.6% |
| Admin fee / account holder | $270 | $6,386-95.8% | $6,127-95.6% | $12,624-97.9% |