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 4-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 | $20,929 | $183,519-88.6% | $155,509-86.5% | $145,922-85.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 18.91% | 61.17%-42.3pp | 64.67%-45.8pp | 561.29%-542.4pp |
| Employer contribution / active EE | $3,173 | $5,313-40.3% | $4,672-32.1% | $4,660-31.9% |
| Participant deferral / active EE | $4,951 | $6,462-23.4% | $5,626-12.0% | $6,688-26.0% |
| Admin fee / account holder | $88 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |