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 | $49,037 | $97,044-49.5% | $83,333-41.2% | $135,375-63.8% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -9.42% | 12.31%-21.7pp | 10.63%-20.1pp | 519.73%-529.2pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,409 | $5,964-59.6% | $5,565-56.7% | $5,609-57.0% |
| Admin fee / account holder | $248 | $8,380-97.0% | $7,510-96.7% | $10,827-97.7% |