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 | $30,205 | $49,915-39.5% | $154,803-80.5% | $74,304-59.4% |
| Participation rate | 23.9% | 54.0%-30.1pp | 78.1%-54.2pp | 60.3%-36.5pp |
| Annual return | 20.41% | 34.06%-13.7pp | 58.88%-38.5pp | 29.43%-9.0pp |
| Employer contribution / active EE | $640 | $1,611-60.3% | $4,305-85.1% | $2,241-71.4% |
| Participant deferral / active EE | $823 | $2,255-63.5% | $5,540-85.1% | $3,767-78.2% |
| Admin fee / account holder | $178 | $2,189-91.9% | $14,329-98.8% | $2,969-94.0% |