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 5-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 | $58,664 | $95,561-38.6% | $77,163-24.0% | $139,434-57.9% |
| Participation rate | 37.5% | 73.9%-36.4pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 13.55% | 54.92%-41.4pp | 37.87%-24.3pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,417 | $3,147-55.0% | $2,535-44.1% | $4,751-70.2% |
| Participant deferral / active EE | $6,933 | $4,624+49.9% | $3,833+80.9% | $6,710+3.3% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |