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 | $53,191 | $183,519-71.0% | $155,509-65.8% | $145,922-63.5% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 11.62% | 61.17%-49.5pp | 64.67%-53.0pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,979 | $5,313-62.7% | $4,672-57.6% | $4,660-57.5% |
| Participant deferral / active EE | $5,933 | $6,462-8.2% | $5,626+5.5% | $6,688-11.3% |
| Admin fee / account holder | $36 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |