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 10-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 | $28,591 | $88,707-67.8% | $74,183-61.5% | $273,961-89.6% |
| Participation rate | 59.1% | 79.4%-20.4pp | 76.6%-17.5pp | 83.0%-23.9pp |
| Annual return | 13.77% | 11.94%+1.8pp | 17.74%-4.0pp | 41.45%-27.7pp |
| Employer contribution / active EE | $1,972 | $3,159-37.6% | $2,370-16.8% | $4,869-59.5% |
| Participant deferral / active EE | $5,356 | $4,212+27.2% | $3,550+50.9% | $5,287+1.3% |
| Admin fee / account holder | $234 | $8,717-97.3% | $5,586-95.8% | $10,132-97.7% |