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 9-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 | $34,386 | $142,405-75.9% | $115,157-70.1% | $152,861-77.5% |
| Participation rate | 35.3% | 82.4%-47.1pp | 75.9%-40.6pp | 82.4%-47.2pp |
| Annual return | 28.02% | 41.48%-13.5pp | 35.60%-7.6pp | 345.32%-317.3pp |
| Employer contribution / active EE | $1,047 | $4,010-73.9% | $3,179-67.1% | $4,762-78.0% |
| Participant deferral / active EE | $1,669 | $5,164-67.7% | $4,168-60.0% | $5,850-71.5% |
| Admin fee / account holder | $172 | $8,462-98.0% | $7,088-97.6% | $11,596-98.5% |