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 | $62,340 | $167,307-62.7% | $143,757-56.6% | $134,475-53.6% |
| Participation rate | 42.1% | 84.8%-42.7pp | 80.3%-38.2pp | 81.2%-39.1pp |
| Annual return | -17.71% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,263 | $5,619-59.7% | $4,951-54.3% | $4,740-52.2% |
| Participant deferral / active EE | $3,442 | $6,446-46.6% | $5,637-38.9% | $6,400-46.2% |
| Admin fee / account holder | $15 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |