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 | $14,209 | $27,641-48.6% | $61,373-76.8% | $68,494-79.3% |
| Participation rate | 67.5% | 39.5%+28.0pp | 52.6%+14.9pp | 67.9%-0.4pp |
| Annual return | -16.91% | -13.24%-3.7pp | 338.61%-355.5pp | -7.84%-9.1pp |
| Employer contribution / active EE | $634 | $695-8.9% | $1,159-45.4% | $2,596-75.6% |
| Participant deferral / active EE | $1,247 | $1,263-1.3% | $2,125-41.3% | $4,027-69.0% |
| Admin fee / account holder | $2 | $2,010-99.9% | $2,130-99.9% | $5,403-100.0% |