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 | $23,902 | $183,519-87.0% | $155,509-84.6% | $145,922-83.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 11.67% | 61.17%-49.5pp | 64.67%-53.0pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,628 | $5,313-31.7% | $4,672-22.3% | $4,660-22.1% |
| Participant deferral / active EE | $4,551 | $6,462-29.6% | $5,626-19.1% | $6,688-32.0% |
| Admin fee / account holder | $215 | $19,313-98.9% | $15,912-98.6% | $13,397-98.4% |