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 4-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 | $13,954 | $81,248-82.8% | $155,509-91.0% | $80,856-82.7% |
| Participation rate | 23.3% | 66.2%-42.9pp | 78.2%-54.9pp | 67.6%-44.3pp |
| Annual return | 13.44% | 33.31%-19.9pp | 64.67%-51.2pp | 35.59%-22.2pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,915 | $3,452-44.5% | $5,626-66.0% | $4,296-55.4% |
| Admin fee / account holder | $267 | $7,997-96.7% | $15,912-98.3% | $6,918-96.1% |