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 10-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 | $34,534 | $72,492-52.4% | $87,100-60.4% | $72,985-52.7% |
| Participation rate | 51.0% | 72.8%-21.8pp | 76.9%-25.8pp | 69.5%-18.5pp |
| Annual return | 71.67% | 24.46%+47.2pp | 28.19%+43.5pp | 81.00%-9.3pp |
| Employer contribution / active EE | $1,805 | $1,894-4.7% | $2,521-28.4% | $2,440-26.0% |
| Participant deferral / active EE | $3,107 | $3,270-5.0% | $4,049-23.3% | $3,607-13.9% |
| Admin fee / account holder | $224 | $5,055-95.6% | $7,497-97.0% | $5,124-95.6% |