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 6-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 | $18,268 | $53,822-66.1% | $75,696-75.9% | $85,850-78.7% |
| Participation rate | 32.2% | 69.1%-36.9pp | 74.8%-42.6pp | 69.3%-37.1pp |
| Annual return | 13.85% | 24.54%-10.7pp | 104.53%-90.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $837 | $2,017-58.5% | $2,743-69.5% | $2,565-67.4% |
| Participant deferral / active EE | $1,400 | $2,895-51.6% | $3,821-63.4% | $3,952-64.6% |
| Admin fee / account holder | $106 | $3,343-96.8% | $3,619-97.1% | $6,260-98.3% |