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 | $74,394 | $214,378-65.3% | $200,582-62.9% | $142,382-47.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 21.51% | 46.41%-24.9pp | 42.33%-20.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $6,406 | $6,841-6.4% | $6,419-0.2% | $4,299+49.0% |
| Participant deferral / active EE | $10,467 | $9,865+6.1% | $9,331+12.2% | $6,507+60.9% |
| Admin fee / account holder | $57 | $17,692-99.7% | $16,305-99.7% | $12,624-99.5% |