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 6-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 | $46,306 | $55,706-16.9% | $75,886-39.0% | $72,985-36.6% |
| Participation rate | 54.3% | 61.1%-6.8pp | 69.3%-15.0pp | 69.5%-15.2pp |
| Annual return | 0.00% | 27.59%-27.6pp | 30.76%-30.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,020 | $1,687-39.5% | $2,500-59.2% | $2,440-58.2% |
| Participant deferral / active EE | $2,537 | $2,634-3.7% | $3,603-29.6% | $3,607-29.7% |
| Admin fee / account holder | $137 | $3,978-96.6% | $5,418-97.5% | $5,124-97.3% |