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 | $54,281 | $90,590-40.1% | $90,782-40.2% | $135,375-59.9% |
| Participation rate | 28.6% | 83.7%-55.2pp | 82.7%-54.1pp | 82.6%-54.1pp |
| Annual return | -6.64% | -3.40%-3.2pp | -3.42%-3.2pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,460 | $4,352-66.5% | $4,105-64.4% | $4,779-69.5% |
| Participant deferral / active EE | $3,243 | $5,407-40.0% | $5,366-39.6% | $5,609-42.2% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |