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 | $11,656 | $111,754-89.6% | $103,333-88.7% | $145,922-92.0% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 22.87% | 24.77%-1.9pp | 24.88%-2.0pp | 561.29%-538.4pp |
| Employer contribution / active EE | $2,870 | $4,212-31.9% | $3,868-25.8% | $4,660-38.4% |
| Participant deferral / active EE | $3,510 | $5,619-37.5% | $5,057-30.6% | $6,688-47.5% |
| Admin fee / account holder | $202 | $9,750-97.9% | $8,355-97.6% | $13,397-98.5% |