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 | $17,683 | $97,757-81.9% | $83,848-78.9% | $135,375-86.9% |
| Participation rate | 60.9% | 80.0%-19.1pp | 76.1%-15.3pp | 82.6%-21.8pp |
| Annual return | -9.07% | 1287.37%-1296.4pp | 850.88%-859.9pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,117 | $4,222-73.5% | $3,631-69.2% | $4,779-76.6% |
| Participant deferral / active EE | $1,607 | $4,682-65.7% | $4,082-60.6% | $5,609-71.4% |
| Admin fee / account holder | $38 | $6,674-99.4% | $5,478-99.3% | $10,827-99.7% |