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 | $27,065 | $111,724-75.8% | $93,606-71.1% | $145,922-81.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 14.45% | 202.98%-188.5pp | 133.20%-118.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,366 | $3,090-23.4% | $2,420-2.2% | $4,660-49.2% |
| Participant deferral / active EE | $2,958 | $4,912-39.8% | $4,411-33.0% | $6,688-55.8% |
| Admin fee / account holder | $189 | $10,250-98.2% | $8,285-97.7% | $13,397-98.6% |