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 | $22,134 | $183,519-87.9% | $155,509-85.8% | $145,922-84.8% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 13.77% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $7,154 | $5,313+34.7% | $4,672+53.1% | $4,660+53.5% |
| Participant deferral / active EE | $5,369 | $6,462-16.9% | $5,626-4.6% | $6,688-19.7% |
| Admin fee / account holder | $259 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |