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 5-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 | $19,332 | $118,450-83.7% | $98,439-80.4% | $139,434-86.1% |
| Participation rate | 40.0% | 77.4%-37.4pp | 75.2%-35.2pp | 80.3%-40.3pp |
| Annual return | 30.49% | 18.94%+11.5pp | 21.16%+9.3pp | 372.94%-342.5pp |
| Employer contribution / active EE | $909 | $3,609-74.8% | $3,048-70.2% | $4,751-80.9% |
| Participant deferral / active EE | $1,513 | $5,392-71.9% | $4,738-68.1% | $6,710-77.4% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |