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 | $20,709 | $177,572-88.3% | $154,803-86.6% | $142,382-85.5% |
| Participation rate | 29.2% | 82.1%-52.9pp | 78.1%-48.9pp | 80.1%-51.0pp |
| Annual return | 24.57% | 65.07%-40.5pp | 58.88%-34.3pp | 217.08%-192.5pp |
| Employer contribution / active EE | $2,507 | $4,810-47.9% | $4,305-41.8% | $4,299-41.7% |
| Participant deferral / active EE | $5,664 | $6,272-9.7% | $5,540+2.2% | $6,507-13.0% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |