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 | $9,138 | $74,888-87.8% | $71,209-87.2% | $142,382-93.6% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 24.36% | 345.14%-320.8pp | 282.51%-258.2pp | 217.08%-192.7pp |
| Employer contribution / active EE | $786 | $2,854-72.4% | $2,721-71.1% | $4,299-81.7% |
| Participant deferral / active EE | $1,234 | $4,454-72.3% | $4,175-70.4% | $6,507-81.0% |
| Admin fee / account holder | $17 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |