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 7-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 | $46,138 | $71,050-35.1% | $93,606-50.7% | $80,856-42.9% |
| Participation rate | 22.5% | 60.4%-37.9pp | 68.7%-46.2pp | 67.6%-45.1pp |
| Annual return | 27.96% | 11.26%+16.7pp | 133.20%-105.2pp | 35.59%-7.6pp |
| Employer contribution / active EE | $653 | $1,564-58.2% | $2,420-73.0% | $2,755-76.3% |
| Participant deferral / active EE | $1,394 | $4,034-65.5% | $4,411-68.4% | $4,296-67.6% |
| Admin fee / account holder | $259 | $6,945-96.3% | $8,285-96.9% | $6,918-96.3% |