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 | $43,045 | $61,660-30.2% | $80,019-46.2% | $64,186-32.9% |
| Participation rate | 46.2% | 71.7%-25.5pp | 75.8%-29.7pp | 69.6%-23.4pp |
| Annual return | -5.58% | -0.33%-5.3pp | 11.22%-16.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,119 | $1,810-38.2% | $2,468-54.7% | $2,381-53.0% |
| Participant deferral / active EE | $4,915 | $2,968+65.6% | $3,686+33.3% | $3,470+41.6% |
| Admin fee / account holder | $3 | $5,417-99.9% | $6,521-100.0% | $4,888-99.9% |