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 | $24,415 | $90,600-73.1% | $79,464-69.3% | $135,375-82.0% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 82.6%-42.6pp |
| Annual return | -4.54% | 977.43%-982.0pp | 718.14%-722.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $489 | $3,068-84.1% | $2,800-82.5% | $4,779-89.8% |
| Participant deferral / active EE | $6,846 | $4,050+69.0% | $3,704+84.8% | $5,609+22.1% |
| Admin fee / account holder | $166 | $5,907-97.2% | $5,113-96.8% | $10,827-98.5% |