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 | $21,411 | $74,888-71.4% | $71,209-69.9% | $142,382-85.0% |
| Participation rate | 47.1% | 76.2%-29.2pp | 73.8%-26.7pp | 80.1%-33.1pp |
| Annual return | 16.70% | 345.14%-328.4pp | 282.51%-265.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,015 | $2,854-64.4% | $2,721-62.7% | $4,299-76.4% |
| Participant deferral / active EE | $1,412 | $4,454-68.3% | $4,175-66.2% | $6,507-78.3% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |