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 | $123,029 | $142,344-13.6% | $119,609+2.9% | $134,475-8.5% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | -9.46% | -12.44%+3.0pp | -14.97%+5.5pp | 417.96%-427.4pp |
| Employer contribution / active EE | $1,355 | $5,222-74.1% | $4,232-68.0% | $4,740-71.4% |
| Participant deferral / active EE | $3,104 | $6,469-52.0% | $5,602-44.6% | $6,400-51.5% |
| Admin fee / account holder | $17 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |