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 | $28,933 | $124,319-76.7% | $111,297-74.0% | $167,490-82.7% |
| Participation rate | 33.3% | 79.6%-46.3pp | 77.3%-44.0pp | 82.1%-48.8pp |
| Annual return | 9.51% | 37.44%-27.9pp | 54.65%-45.1pp | 478.56%-469.0pp |
| Employer contribution / active EE | $4,913 | $3,435+43.0% | $2,731+79.9% | $4,837+1.6% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,487-100.0% | $6,341-100.0% |
| Admin fee / account holder | $148 | $10,618-98.6% | $7,964-98.1% | $12,309-98.8% |