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 | $53,362 | $140,578-62.0% | $100,671-47.0% | $125,391-57.4% |
| Participation rate | 57.1% | 80.4%-23.3pp | 70.7%-13.6pp | 83.2%-26.0pp |
| Annual return | -3.21% | 24.67%-27.9pp | 20.43%-23.6pp | 282.22%-285.4pp |
| Employer contribution / active EE | $768 | $5,965-87.1% | $4,012-80.9% | $4,866-84.2% |
| Participant deferral / active EE | $5,313 | $3,981+33.4% | $3,144+69.0% | $5,352-0.7% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |