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 10-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 | $25,357 | $165,984-84.7% | $164,813-84.6% | $145,922-82.6% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.6%-23.0pp | 80.3%-24.7pp |
| Annual return | 16.33% | 100.03%-83.7pp | 69.93%-53.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,986 | $5,273-62.3% | $4,341-54.3% | $4,660-57.4% |
| Participant deferral / active EE | $2,399 | $6,959-65.5% | $6,031-60.2% | $6,688-64.1% |
| Admin fee / account holder | $3 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |