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 | $35,305 | $104,974-66.4% | $95,585-63.1% | $142,382-75.2% |
| Participation rate | 57.9% | 75.0%-17.1pp | 72.1%-14.2pp | 80.1%-22.2pp |
| Annual return | 21.40% | 210.33%-188.9pp | 38.56%-17.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,352 | $2,779-51.4% | $2,527-46.5% | $4,299-68.6% |
| Participant deferral / active EE | $3,804 | $4,352-12.6% | $4,023-5.4% | $6,507-41.5% |
| Admin fee / account holder | $283 | $6,386-95.6% | $6,127-95.4% | $12,624-97.8% |