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 3-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 | $26,071 | $163,101-84.0% | $136,749-80.9% | $142,382-81.7% |
| Participation rate | 55.6% | 78.2%-22.7pp | 72.1%-16.6pp | 80.1%-24.6pp |
| Annual return | 18.46% | 27.54%-9.1pp | 24.33%-5.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $893 | $4,117-78.3% | $3,400-73.7% | $4,299-79.2% |
| Participant deferral / active EE | $2,882 | $5,585-48.4% | $4,692-38.6% | $6,507-55.7% |
| Admin fee / account holder | $25 | $14,318-99.8% | $11,386-99.8% | $12,624-99.8% |