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 3-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 | $22,550 | $77,314-70.8% | $177,989-87.3% | $80,856-72.1% |
| Participation rate | 31.8% | 65.7%-33.9pp | 77.1%-45.3pp | 67.6%-35.8pp |
| Annual return | 15.02% | 18.09%-3.1pp | 294.48%-279.5pp | 35.59%-20.6pp |
| Employer contribution / active EE | $897 | $2,292-60.9% | $3,949-77.3% | $2,755-67.5% |
| Participant deferral / active EE | $2,608 | $4,411-40.9% | $6,276-58.4% | $4,296-39.3% |
| Admin fee / account holder | $227 | $7,191-96.8% | $10,363-97.8% | $6,918-96.7% |