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 | $9,695 | $80,717-88.0% | $154,803-93.7% | $84,808-88.6% |
| Participation rate | 43.5% | 66.8%-23.3pp | 78.1%-34.6pp | 68.3%-24.8pp |
| Annual return | 17.30% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $518 | $2,761-81.2% | $4,305-88.0% | $2,631-80.3% |
| Participant deferral / active EE | $1,966 | $3,303-40.5% | $5,540-64.5% | $4,212-53.3% |
| Admin fee / account holder | $292 | $6,746-95.7% | $14,329-98.0% | $7,344-96.0% |