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 | $40,474 | $80,717-49.9% | $154,803-73.9% | $84,808-52.3% |
| Participation rate | 69.7% | 66.8%+2.9pp | 78.1%-8.4pp | 68.3%+1.4pp |
| Annual return | 21.64% | 37.96%-16.3pp | 58.88%-37.2pp | 40.90%-19.3pp |
| Employer contribution / active EE | $1,988 | $2,761-28.0% | $4,305-53.8% | $2,631-24.4% |
| Participant deferral / active EE | $3,714 | $3,303+12.4% | $5,540-33.0% | $4,212-11.8% |
| Admin fee / account holder | $16 | $6,746-99.8% | $14,329-99.9% | $7,344-99.8% |