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 | $42,616 | $57,016-25.3% | $84,966-49.8% | $80,856-47.3% |
| Participation rate | 31.6% | 56.3%-24.8pp | 67.5%-35.9pp | 67.6%-36.1pp |
| Annual return | 15.48% | 21.66%-6.2pp | 66.38%-50.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,002 | $1,798-44.2% | $2,727-63.2% | $2,755-63.6% |
| Participant deferral / active EE | $1,816 | $3,110-41.6% | $4,519-59.8% | $4,296-57.7% |
| Admin fee / account holder | $10 | $4,980-99.8% | $6,149-99.8% | $6,918-99.9% |