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 | $39,459 | $97,044-59.3% | $83,333-52.6% | $135,375-70.9% |
| Participation rate | 60.0% | 80.4%-20.4pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -5.97% | 12.31%-18.3pp | 10.63%-16.6pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,459 | $4,143-40.7% | $3,379-27.2% | $4,779-48.5% |
| Participant deferral / active EE | $4,800 | $5,964-19.5% | $5,565-13.7% | $5,609-14.4% |
| Admin fee / account holder | $11 | $8,380-99.9% | $7,510-99.9% | $10,827-99.9% |