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 7-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 | $35,736 | $133,958-73.3% | $112,228-68.2% | $134,475-73.4% |
| Participation rate | 36.8% | 78.6%-41.7pp | 75.1%-38.2pp | 81.2%-44.4pp |
| Annual return | -19.43% | 47.11%-66.5pp | 27.45%-46.9pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,246 | $4,038-69.1% | $3,635-65.7% | $4,740-73.7% |
| Participant deferral / active EE | $3,198 | $5,291-39.6% | $4,728-32.4% | $6,400-50.0% |
| Admin fee / account holder | $50 | $7,489-99.3% | $6,410-99.2% | $11,426-99.6% |