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 | $19,347 | $31,388-38.4% | $73,545-73.7% | $62,292-68.9% |
| Participation rate | 37.6% | 39.9%-2.2pp | 54.9%-17.3pp | 69.5%-31.9pp |
| Annual return | 18.73% | 25.34%-6.6pp | -15.16%+33.9pp | 28.90%-10.2pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $768 | $1,028-25.4% | $1,806-57.5% | $3,169-75.8% |
| Admin fee / account holder | $235 | $299-21.5% | $2,320-89.9% | $479-51.0% |