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 7-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 | $32,432 | $65,395-50.4% | $182,532-82.2% | $72,985-55.6% |
| Participation rate | 36.2% | 65.4%-29.2pp | 78.0%-41.8pp | 69.5%-33.3pp |
| Annual return | 25.37% | 27.68%-2.3pp | 148.54%-123.2pp | 81.00%-55.6pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,716 | $3,563-51.8% | $5,524-68.9% | $3,607-52.4% |
| Admin fee / account holder | $19 | $4,245-99.5% | $8,592-99.8% | $5,124-99.6% |