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 4-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 | $21,075 | $117,983-82.1% | $101,794-79.3% | $142,382-85.2% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.2%-13.6pp | 80.1%-24.6pp |
| Annual return | 18.78% | 36.92%-18.1pp | 30.53%-11.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,061 | $2,773-61.7% | $2,289-53.7% | $4,299-75.3% |
| Participant deferral / active EE | $3,877 | $4,714-17.7% | $4,084-5.1% | $6,507-40.4% |
| Admin fee / account holder | $61 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |