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 | $17,140 | $183,519-90.7% | $155,509-89.0% | $145,922-88.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 9.36% | 61.17%-51.8pp | 64.67%-55.3pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,283 | $5,313-75.8% | $4,672-72.5% | $4,660-72.5% |
| Participant deferral / active EE | $5,149 | $6,462-20.3% | $5,626-8.5% | $6,688-23.0% |
| Admin fee / account holder | $108 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |