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 | $57,160 | $56,897+0.5% | $84,750-32.6% | $62,891-9.1% |
| Participation rate | 40.0% | 68.5%-28.5pp | 76.6%-36.6pp | 69.3%-29.3pp |
| Annual return | 6.52% | 6.30%+0.2pp | 22.78%-16.3pp | 20.14%-13.6pp |
| Employer contribution / active EE | $882 | $2,400-63.2% | $3,574-75.3% | $2,281-61.3% |
| Participant deferral / active EE | $2,334 | $2,709-13.8% | $3,712-37.1% | $3,203-27.1% |
| Admin fee / account holder | $44 | $3,581-98.8% | $5,332-99.2% | $4,296-99.0% |