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 | $24,443 | $175,202-86.0% | $149,673-83.7% | $139,434-82.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 32.97% | 166.71%-133.7pp | 134.42%-101.4pp | 372.94%-340.0pp |
| Employer contribution / active EE | $1,375 | $5,474-74.9% | $4,818-71.5% | $4,751-71.1% |
| Participant deferral / active EE | $5,900 | $6,519-9.5% | $5,680+3.9% | $6,710-12.1% |
| Admin fee / account holder | $206 | $16,150-98.7% | $13,210-98.4% | $11,403-98.2% |