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 | $47,740 | $90,600-47.3% | $79,464-39.9% | $135,375-64.7% |
| Participation rate | 63.6% | 76.0%-12.4pp | 73.3%-9.7pp | 82.6%-19.0pp |
| Annual return | -7.89% | 977.43%-985.3pp | 718.14%-726.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,161 | $4,050-46.6% | $3,704-41.7% | $5,609-61.5% |
| Admin fee / account holder | $34 | $5,907-99.4% | $5,113-99.3% | $10,827-99.7% |