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 3-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 | $8,386 | $54,705-84.7% | $71,209-88.2% | $84,808-90.1% |
| Participation rate | 58.6% | 64.1%-5.4pp | 73.8%-15.1pp | 68.3%-9.7pp |
| Annual return | 29.14% | 35.90%-6.8pp | 282.51%-253.4pp | 40.90%-11.8pp |
| Employer contribution / active EE | $325 | $2,158-84.9% | $2,721-88.0% | $2,631-87.6% |
| Participant deferral / active EE | $2,195 | $3,030-27.6% | $4,175-47.4% | $4,212-47.9% |
| Admin fee / account holder | $69 | $4,863-98.6% | $5,349-98.7% | $7,344-99.1% |