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 | $21,126 | $111,754-81.1% | $103,333-79.6% | $145,922-85.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 18.14% | 24.77%-6.6pp | 24.88%-6.7pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,760 | $4,212-58.2% | $3,868-54.5% | $4,660-62.2% |
| Participant deferral / active EE | $6,097 | $5,619+8.5% | $5,057+20.6% | $6,688-8.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |