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 | $21,975 | $49,915-56.0% | $154,803-85.8% | $74,304-70.4% |
| Participation rate | 31.1% | 54.0%-22.8pp | 78.1%-46.9pp | 60.3%-29.2pp |
| Annual return | 24.89% | 34.06%-9.2pp | 58.88%-34.0pp | 29.43%-4.5pp |
| Employer contribution / active EE | $573 | $1,611-64.4% | $4,305-86.7% | $2,241-74.4% |
| Participant deferral / active EE | $1,519 | $2,255-32.6% | $5,540-72.6% | $3,767-59.7% |
| Admin fee / account holder | $253 | $2,189-88.4% | $14,329-98.2% | $2,969-91.5% |