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 | $28,185 | $71,050-60.3% | $93,606-69.9% | $80,856-65.1% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.6%-17.6pp |
| Annual return | 29.57% | 11.26%+18.3pp | 133.20%-103.6pp | 35.59%-6.0pp |
| Employer contribution / active EE | $1,833 | $1,564+17.2% | $2,420-24.3% | $2,755-33.5% |
| Participant deferral / active EE | $3,237 | $4,034-19.8% | $4,411-26.6% | $4,296-24.7% |
| Admin fee / account holder | $128 | $6,945-98.2% | $8,285-98.5% | $6,918-98.1% |