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 10-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 | $38,840 | $103,949-62.6% | $69,182-43.9% | $273,961-85.8% |
| Participation rate | 27.8% | 67.4%-39.6pp | 55.1%-27.3pp | 83.0%-55.2pp |
| Annual return | 8.26% | 35.28%-27.0pp | -21.93%+30.2pp | 41.45%-33.2pp |
| Employer contribution / active EE | $303 | $1,783-83.0% | $1,206-74.8% | $4,869-93.8% |
| Participant deferral / active EE | $985 | $2,716-63.8% | $1,897-48.1% | $5,287-81.4% |
| Admin fee / account holder | $70 | $3,671-98.1% | $2,697-97.4% | $10,132-99.3% |