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 9-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 | $26,407 | $104,974-74.8% | $95,585-72.4% | $142,382-81.5% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | 12.08% | 210.33%-198.2pp | 38.56%-26.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $548 | $2,779-80.3% | $2,527-78.3% | $4,299-87.2% |
| Participant deferral / active EE | $855 | $4,352-80.3% | $4,023-78.7% | $6,507-86.9% |
| Admin fee / account holder | $161 | $6,386-97.5% | $6,127-97.4% | $12,624-98.7% |