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 10-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 | $40,376 | $152,587-73.5% | $125,175-67.7% | $152,861-73.6% |
| Participation rate | 56.5% | 83.3%-26.8pp | 79.8%-23.3pp | 82.4%-25.9pp |
| Annual return | 23.35% | 54.84%-31.5pp | 43.79%-20.4pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,657 | $4,946-66.5% | $3,865-57.1% | $4,762-65.2% |
| Participant deferral / active EE | $2,426 | $5,868-58.7% | $4,937-50.9% | $5,850-58.5% |
| Admin fee / account holder | $273 | $13,434-98.0% | $9,702-97.2% | $11,596-97.6% |