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 3-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 | $22,239 | $114,381-80.6% | $107,525-79.3% | $142,382-84.4% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 26.51% | 242.71%-216.2pp | 181.32%-154.8pp | 217.08%-190.6pp |
| Employer contribution / active EE | $2,587 | $4,015-35.6% | $3,754-31.1% | $4,299-39.8% |
| Participant deferral / active EE | $3,602 | $5,564-35.3% | $5,116-29.6% | $6,507-44.6% |
| Admin fee / account holder | $13 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |