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 | $32,872 | $77,813-57.8% | $123,544-73.4% | $64,186-48.8% |
| Participation rate | 68.6% | 74.7%-6.1pp | 82.3%-13.7pp | 69.6%-1.0pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,676 | $3,014-44.4% | $4,628-63.8% | $2,381-29.6% |
| Participant deferral / active EE | $2,563 | $5,240-51.1% | $6,426-60.1% | $3,470-26.1% |
| Admin fee / account holder | $17 | $5,519-99.7% | $9,284-99.8% | $4,888-99.6% |