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 | $13,724 | $107,452-87.2% | $91,541-85.0% | $142,382-90.4% |
| Participation rate | 25.0% | 75.1%-50.1pp | 69.8%-44.8pp | 80.1%-55.1pp |
| Annual return | 22.46% | 22.06%+0.4pp | 20.50%+2.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $646 | $2,994-78.4% | $2,505-74.2% | $4,299-85.0% |
| Participant deferral / active EE | $970 | $4,754-79.6% | $4,008-75.8% | $6,507-85.1% |
| Admin fee / account holder | $114 | $8,834-98.7% | $6,956-98.4% | $12,624-99.1% |