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 | $100,272 | $167,307-40.1% | $143,757-30.2% | $134,475-25.4% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -17.16% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,542 | $5,619-19.2% | $4,951-8.3% | $4,740-4.2% |
| Participant deferral / active EE | $4,075 | $6,446-36.8% | $5,637-27.7% | $6,400-36.3% |
| Admin fee / account holder | $216 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |