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 | $43,072 | $117,983-63.5% | $101,794-57.7% | $142,382-69.7% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.2%-13.6pp | 80.1%-24.6pp |
| Annual return | 21.27% | 36.92%-15.6pp | 30.53%-9.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $968 | $2,773-65.1% | $2,289-57.7% | $4,299-77.5% |
| Participant deferral / active EE | $5,518 | $4,714+17.1% | $4,084+35.1% | $6,507-15.2% |
| Admin fee / account holder | $208 | $10,433-98.0% | $8,777-97.6% | $12,624-98.3% |