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 10-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 | $28,649 | $93,071-69.2% | $74,583-61.6% | $273,961-89.5% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 6.70% | 26.18%-19.5pp | 20.47%-13.8pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,649 | $3,160-47.8% | $2,525-34.7% | $4,869-66.1% |
| Participant deferral / active EE | $2,107 | $4,160-49.3% | $3,458-39.1% | $5,287-60.1% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |