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 | $49,874 | $54,229-8.0% | $70,092-28.8% | $68,494-27.2% |
| Participation rate | 30.0% | 64.5%-34.5pp | 70.5%-40.5pp | 67.9%-37.9pp |
| Annual return | -8.16% | -13.87%+5.7pp | 190.73%-198.9pp | -7.84%-0.3pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,145 | $2,956-61.3% | $3,849-70.2% | $4,027-71.6% |
| Admin fee / account holder | $0 | $4,694-100.0% | $6,267-100.0% | $5,403-100.0% |