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 | $22,286 | $68,719-67.6% | $91,541-75.7% | $84,808-73.7% |
| Participation rate | 35.0% | 64.5%-29.5pp | 69.8%-34.8pp | 68.3%-33.3pp |
| Annual return | 26.32% | 19.12%+7.2pp | 20.50%+5.8pp | 40.90%-14.6pp |
| Employer contribution / active EE | $875 | $1,920-54.4% | $2,505-65.1% | $2,631-66.7% |
| Participant deferral / active EE | $1,895 | $3,136-39.6% | $4,008-52.7% | $4,212-55.0% |
| Admin fee / account holder | $0 | $5,786-100.0% | $6,956-100.0% | $7,344-100.0% |