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 | $38,413 | $71,883-46.6% | $86,677-55.7% | $68,494-43.9% |
| Participation rate | 54.8% | 72.2%-17.5pp | 76.6%-21.8pp | 67.9%-13.1pp |
| Annual return | -15.26% | 3.52%-18.8pp | 35.91%-51.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,023 | $2,173-52.9% | $2,836-63.9% | $2,596-60.6% |
| Participant deferral / active EE | $2,290 | $3,779-39.4% | $4,656-50.8% | $4,027-43.1% |
| Admin fee / account holder | $256 | $6,112-95.8% | $7,493-96.6% | $5,403-95.3% |