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 5-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 | $15,176 | $77,899-80.5% | $149,673-89.9% | $75,163-79.8% |
| Participation rate | 31.5% | 65.6%-34.1pp | 78.8%-47.3pp | 67.2%-35.7pp |
| Annual return | 34.83% | 31.72%+3.1pp | 134.42%-99.6pp | 160.62%-125.8pp |
| Employer contribution / active EE | $843 | $3,137-73.1% | $4,818-82.5% | $2,670-68.4% |
| Participant deferral / active EE | $2,551 | $3,411-25.2% | $5,680-55.1% | $4,125-38.2% |
| Admin fee / account holder | $146 | $5,956-97.5% | $13,210-98.9% | $5,651-97.4% |