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 10-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 | $19,472 | $52,580-63.0% | $71,671-72.8% | $70,131-72.2% |
| Participation rate | 64.0% | 60.9%+3.1pp | 68.7%-4.7pp | 69.5%-5.5pp |
| Annual return | 15.30% | 20.25%-4.9pp | 20.65%-5.3pp | 73.14%-57.8pp |
| Employer contribution / active EE | $783 | $1,616-51.5% | $2,460-68.2% | $2,342-66.6% |
| Participant deferral / active EE | $966 | $2,386-59.5% | $3,438-71.9% | $3,332-71.0% |
| Admin fee / account holder | $213 | $3,653-94.2% | $5,558-96.2% | $4,645-95.4% |