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 | $39,727 | $67,331-41.0% | $60,874-34.7% | $134,475-70.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -18.91% | 49.93%-68.8pp | 16.90%-35.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,153 | $3,096-30.5% | $2,701-20.3% | $4,740-54.6% |
| Participant deferral / active EE | $2,123 | $4,538-53.2% | $3,817-44.4% | $6,400-66.8% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |