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 9-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 | $53,256 | $48,265+10.3% | $68,791-22.6% | $68,494-22.2% |
| Participation rate | 46.8% | 60.7%-13.8pp | 69.0%-22.2pp | 67.9%-21.1pp |
| Annual return | -9.91% | -12.71%+2.8pp | -6.38%-3.5pp | -7.84%-2.1pp |
| Employer contribution / active EE | $1,318 | $1,829-27.9% | $2,655-50.3% | $2,596-49.2% |
| Participant deferral / active EE | $2,499 | $2,867-12.8% | $3,941-36.6% | $4,027-37.9% |
| Admin fee / account holder | $284 | $4,355-93.5% | $4,932-94.2% | $5,403-94.7% |