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 | $9,554 | $114,381-91.6% | $107,525-91.1% | $142,382-93.3% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.1%-13.5pp | 80.1%-18.6pp |
| Annual return | 26.65% | 242.71%-216.1pp | 181.32%-154.7pp | 217.08%-190.4pp |
| Employer contribution / active EE | $1,417 | $4,015-64.7% | $3,754-62.3% | $4,299-67.0% |
| Participant deferral / active EE | $1,741 | $5,564-68.7% | $5,116-66.0% | $6,507-73.2% |
| Admin fee / account holder | $11 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |