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 8-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 | $48,924 | $133,958-63.5% | $112,228-56.4% | $134,475-63.6% |
| Participation rate | 56.3% | 78.6%-22.3pp | 75.1%-18.8pp | 81.2%-25.0pp |
| Annual return | -18.23% | 47.11%-65.3pp | 27.45%-45.7pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,305 | $4,038-42.9% | $3,635-36.6% | $4,740-51.4% |
| Participant deferral / active EE | $5,006 | $5,291-5.4% | $4,728+5.9% | $6,400-21.8% |
| Admin fee / account holder | $244 | $7,489-96.7% | $6,410-96.2% | $11,426-97.9% |