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 | $22,621 | $74,927-69.8% | $101,794-77.8% | $84,808-73.3% |
| Participation rate | 17.8% | 61.4%-43.6pp | 69.2%-51.4pp | 68.3%-50.5pp |
| Annual return | 23.50% | 18.70%+4.8pp | 30.53%-7.0pp | 40.90%-17.4pp |
| Employer contribution / active EE | $549 | $1,522-63.9% | $2,289-76.0% | $2,631-79.1% |
| Participant deferral / active EE | $1,565 | $3,099-49.5% | $4,084-61.7% | $4,212-62.8% |
| Admin fee / account holder | $118 | $6,514-98.2% | $8,777-98.7% | $7,344-98.4% |