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 | $34,489 | $59,805-42.3% | $79,550-56.6% | $68,494-49.6% |
| Participation rate | 56.5% | 61.1%-4.5pp | 69.5%-13.0pp | 67.9%-11.4pp |
| Annual return | -16.57% | -12.30%-4.3pp | 0.16%-16.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,705 | $1,505+79.7% | $2,413+12.1% | $2,596+4.2% |
| Participant deferral / active EE | $2,016 | $3,024-33.3% | $3,985-49.4% | $4,027-49.9% |
| Admin fee / account holder | $248 | $4,835-94.9% | $6,832-96.4% | $5,403-95.4% |