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 8-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 | $55,535 | $109,881-49.5% | $150,045-63.0% | $84,808-34.5% |
| Participation rate | 49.0% | 76.1%-27.1pp | 82.3%-33.3pp | 68.3%-19.3pp |
| Annual return | 17.27% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,814 | $3,561-49.1% | $4,693-61.3% | $2,631-31.0% |
| Participant deferral / active EE | $3,546 | $6,636-46.6% | $7,997-55.7% | $4,212-15.8% |
| Admin fee / account holder | $5 | $8,568-99.9% | $13,435-100.0% | $7,344-99.9% |