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 8-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 | $26,807 | $228,332-88.3% | $185,823-85.6% | $158,922-83.1% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 19.64% | 40.80%-21.2pp | 35.95%-16.3pp | 302.83%-283.2pp |
| Employer contribution / active EE | $572 | $4,967-88.5% | $4,087-86.0% | $4,761-88.0% |
| Participant deferral / active EE | $3,608 | $6,415-43.7% | $5,632-35.9% | $5,982-39.7% |
| Admin fee / account holder | $92 | $11,864-99.2% | $9,500-99.0% | $11,246-99.2% |