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 4-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 | $55,703 | $81,460-31.6% | $103,333-46.1% | $80,856-31.1% |
| Participation rate | 43.8% | 66.8%-23.1pp | 74.5%-30.8pp | 67.6%-23.9pp |
| Annual return | 18.21% | 25.55%-7.3pp | 24.88%-6.7pp | 35.59%-17.4pp |
| Employer contribution / active EE | $2,172 | $3,105-30.1% | $3,868-43.9% | $2,755-21.2% |
| Participant deferral / active EE | $5,199 | $3,869+34.4% | $5,057+2.8% | $4,296+21.0% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |