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 6-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 | $50,909 | $117,983-56.9% | $101,794-50.0% | $142,382-64.2% |
| Participation rate | 22.2% | 74.2%-52.0pp | 69.2%-47.0pp | 80.1%-57.9pp |
| Annual return | 12.64% | 36.92%-24.3pp | 30.53%-17.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $595 | $2,773-78.5% | $2,289-74.0% | $4,299-86.2% |
| Participant deferral / active EE | $1,940 | $4,714-58.8% | $4,084-52.5% | $6,507-70.2% |
| Admin fee / account holder | $20 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |