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 7-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 | $56,956 | $81,248-29.9% | $155,509-63.4% | $80,856-29.6% |
| Participation rate | 44.4% | 66.2%-21.8pp | 78.2%-33.7pp | 67.6%-23.2pp |
| Annual return | 11.69% | 33.31%-21.6pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,829 | $3,100-41.0% | $4,672-60.8% | $2,755-33.6% |
| Participant deferral / active EE | $4,098 | $3,452+18.7% | $5,626-27.2% | $4,296-4.6% |
| Admin fee / account holder | $294 | $7,997-96.3% | $15,912-98.2% | $6,918-95.8% |