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 3-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 | $22,888 | $81,460-71.9% | $103,333-77.9% | $80,856-71.7% |
| Participation rate | 40.7% | 66.8%-26.1pp | 74.5%-33.8pp | 67.6%-26.9pp |
| Annual return | 18.14% | 25.55%-7.4pp | 24.88%-6.7pp | 35.59%-17.5pp |
| Employer contribution / active EE | $1,428 | $3,105-54.0% | $3,868-63.1% | $2,755-48.2% |
| Participant deferral / active EE | $3,709 | $3,869-4.1% | $5,057-26.7% | $4,296-13.7% |
| Admin fee / account holder | $180 | $6,566-97.3% | $8,355-97.8% | $6,918-97.4% |