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 8-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 | $40,050 | $117,381-65.9% | $99,443-59.7% | $152,861-73.8% |
| Participation rate | 18.2% | 77.5%-59.4pp | 73.8%-55.7pp | 82.4%-64.3pp |
| Annual return | 26.90% | 31.87%-5.0pp | 30.72%-3.8pp | 345.32%-318.4pp |
| Employer contribution / active EE | $597 | $3,013-80.2% | $2,540-76.5% | $4,762-87.5% |
| Participant deferral / active EE | $3,327 | $4,086-18.6% | $3,619-8.1% | $5,850-43.1% |
| Admin fee / account holder | $276 | $7,631-96.4% | $6,250-95.6% | $11,596-97.6% |