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 | $36,378 | $93,071-60.9% | $74,583-51.2% | $273,961-86.7% |
| Participation rate | 45.5% | 74.9%-29.5pp | 68.1%-22.7pp | 83.0%-37.6pp |
| Annual return | 5.82% | 26.18%-20.4pp | 20.47%-14.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $973 | $3,160-69.2% | $2,525-61.5% | $4,869-80.0% |
| Participant deferral / active EE | $2,869 | $4,160-31.0% | $3,458-17.0% | $5,287-45.7% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |