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 6-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 | $23,231 | $92,703-74.9% | $82,719-71.9% | $134,475-82.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -14.45% | 944.92%-959.4pp | 701.18%-715.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,130 | $3,274-65.5% | $3,009-62.4% | $4,740-76.2% |
| Participant deferral / active EE | $1,978 | $4,802-58.8% | $4,395-55.0% | $6,400-69.1% |
| Admin fee / account holder | $223 | $5,983-96.3% | $5,329-95.8% | $11,426-98.0% |