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 3-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 | $8,482 | $54,705-84.5% | $71,209-88.1% | $84,808-90.0% |
| Participation rate | 21.1% | 64.1%-43.0pp | 73.8%-52.7pp | 68.3%-47.3pp |
| Annual return | 24.12% | 35.90%-11.8pp | 282.51%-258.4pp | 40.90%-16.8pp |
| Employer contribution / active EE | $298 | $2,158-86.2% | $2,721-89.0% | $2,631-88.7% |
| Participant deferral / active EE | $590 | $3,030-80.5% | $4,175-85.9% | $4,212-86.0% |
| Admin fee / account holder | $30 | $4,863-99.4% | $5,349-99.4% | $7,344-99.6% |