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 | $40,303 | $64,707-37.7% | $112,228-64.1% | $68,494-41.2% |
| Participation rate | 48.0% | 67.2%-19.2pp | 75.1%-27.1pp | 67.9%-19.9pp |
| Annual return | -15.77% | -11.40%-4.4pp | 27.45%-43.2pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,669 | $2,746-39.2% | $3,635-54.1% | $2,596-35.7% |
| Participant deferral / active EE | $3,327 | $3,565-6.7% | $4,728-29.6% | $4,027-17.4% |
| Admin fee / account holder | $294 | $5,232-94.4% | $6,410-95.4% | $5,403-94.6% |