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 | $61,884 | $99,032-37.5% | $80,019-22.7% | $135,375-54.3% |
| Participation rate | 20.0% | 78.4%-58.4pp | 75.8%-55.8pp | 82.6%-62.6pp |
| Annual return | -8.61% | 15.39%-24.0pp | 11.22%-19.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $823 | $3,043-73.0% | $2,468-66.7% | $4,779-82.8% |
| Participant deferral / active EE | $4,966 | $4,282+16.0% | $3,686+34.7% | $5,609-11.5% |
| Admin fee / account holder | $1 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |