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 6-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 | $33,870 | $175,202-80.7% | $149,673-77.4% | $139,434-75.7% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 25.29% | 166.71%-141.4pp | 134.42%-109.1pp | 372.94%-347.6pp |
| Employer contribution / active EE | $1,857 | $5,474-66.1% | $4,818-61.5% | $4,751-60.9% |
| Participant deferral / active EE | $4,878 | $6,519-25.2% | $5,680-14.1% | $6,710-27.3% |
| Admin fee / account holder | $39 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |