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 | $17,416 | $81,248-78.6% | $155,509-88.8% | $80,856-78.5% |
| Participation rate | 31.3% | 66.2%-35.0pp | 78.2%-46.9pp | 67.6%-36.4pp |
| Annual return | 14.25% | 33.31%-19.1pp | 64.67%-50.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $475 | $3,100-84.7% | $4,672-89.8% | $2,755-82.8% |
| Participant deferral / active EE | $1,320 | $3,452-61.8% | $5,626-76.5% | $4,296-69.3% |
| Admin fee / account holder | $287 | $7,997-96.4% | $15,912-98.2% | $6,918-95.9% |