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 8-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 | $19,014 | $80,717-76.4% | $154,803-87.7% | $84,808-77.6% |
| Participation rate | 51.7% | 66.8%-15.1pp | 78.1%-26.3pp | 68.3%-16.6pp |
| Annual return | 20.50% | 37.96%-17.5pp | 58.88%-38.4pp | 40.90%-20.4pp |
| Employer contribution / active EE | $881 | $2,761-68.1% | $4,305-79.5% | $2,631-66.5% |
| Participant deferral / active EE | $2,793 | $3,303-15.4% | $5,540-49.6% | $4,212-33.7% |
| Admin fee / account holder | $145 | $6,746-97.9% | $14,329-99.0% | $7,344-98.0% |