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 9-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 | $32,274 | $95,193-66.1% | $76,523-57.8% | $135,375-76.2% |
| Participation rate | 54.5% | 74.4%-19.8pp | 68.0%-13.5pp | 82.6%-28.1pp |
| Annual return | -6.76% | 4.85%-11.6pp | -0.27%-6.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,307 | $4,639-7.2% | $3,835+12.3% | $5,609-23.2% |
| Admin fee / account holder | $165 | $6,249-97.4% | $4,848-96.6% | $10,827-98.5% |