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 | $87,553 | $106,515-17.8% | $96,683-9.4% | $139,434-37.2% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 21.49% | 38.43%-16.9pp | 35.69%-14.2pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,200 | $4,103-70.8% | $3,737-67.9% | $4,751-74.7% |
| Participant deferral / active EE | $5,625 | $5,454+3.1% | $4,878+15.3% | $6,710-16.2% |
| Admin fee / account holder | $263 | $7,877-96.7% | $6,730-96.1% | $11,403-97.7% |