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 | $42,639 | $76,552-44.3% | $123,892-65.6% | $62,891-32.2% |
| Participation rate | 31.8% | 73.0%-41.2pp | 81.4%-49.6pp | 69.3%-37.5pp |
| Annual return | 6.13% | 18.68%-12.6pp | 47.52%-41.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $566 | $2,883-80.4% | $4,617-87.7% | $2,281-75.2% |
| Participant deferral / active EE | $2,047 | $4,840-57.7% | $5,984-65.8% | $3,203-36.1% |
| Admin fee / account holder | $173 | $4,826-96.4% | $8,357-97.9% | $4,296-96.0% |