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 6-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 | $38,290 | $73,867-48.2% | $143,757-73.4% | $68,494-44.1% |
| Participation rate | 48.1% | 66.7%-18.5pp | 80.3%-32.2pp | 67.9%-19.7pp |
| Annual return | -9.50% | 1.01%-10.5pp | -0.04%-9.5pp | -7.84%-1.7pp |
| Employer contribution / active EE | $1,589 | $3,184-50.1% | $4,951-67.9% | $2,596-38.8% |
| Participant deferral / active EE | $3,345 | $3,384-1.2% | $5,637-40.7% | $4,027-17.0% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |