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 | $44,654 | $152,509-70.7% | $117,472-62.0% | $134,475-66.8% |
| Participation rate | 55.6% | 77.1%-21.5pp | 70.6%-15.0pp | 81.2%-25.7pp |
| Annual return | -13.14% | 52.99%-66.1pp | 29.74%-42.9pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,338 | $5,571-76.0% | $4,176-68.0% | $4,740-71.8% |
| Participant deferral / active EE | $4,856 | $4,818+0.8% | $4,070+19.3% | $6,400-24.1% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |