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 7-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 | $9,176 | $92,703-90.1% | $82,719-88.9% | $134,475-93.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -19.24% | 944.92%-964.2pp | 701.18%-720.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,073 | $3,274-67.2% | $3,009-64.3% | $4,740-77.4% |
| Participant deferral / active EE | $1,206 | $4,802-74.9% | $4,395-72.6% | $6,400-81.2% |
| Admin fee / account holder | $295 | $5,983-95.1% | $5,329-94.5% | $11,426-97.4% |