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 | $14,418 | $46,674-69.1% | $117,472-87.7% | $68,494-79.0% |
| Participation rate | 60.0% | 56.8%+3.2pp | 70.6%-10.6pp | 67.9%-7.9pp |
| Annual return | -17.95% | -14.52%-3.4pp | 29.74%-47.7pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,066 | $1,505-29.2% | $4,176-74.5% | $2,596-58.9% |
| Participant deferral / active EE | $1,276 | $2,636-51.6% | $4,070-68.7% | $4,027-68.3% |
| Admin fee / account holder | $294 | $4,020-92.7% | $5,645-94.8% | $5,403-94.6% |