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 | $38,363 | $62,586-38.7% | $76,768-50.0% | $64,186-40.2% |
| Participation rate | 67.7% | 72.8%-5.1pp | 77.0%-9.3pp | 69.6%-1.9pp |
| Annual return | 11.09% | -1.95%+13.0pp | 2.43%+8.7pp | 7.63%+3.5pp |
| Employer contribution / active EE | $466 | $1,832-74.6% | $2,485-81.2% | $2,381-80.4% |
| Participant deferral / active EE | $2,168 | $3,145-31.1% | $3,852-43.7% | $3,470-37.5% |
| Admin fee / account holder | $156 | $4,667-96.6% | $6,675-97.7% | $4,888-96.8% |