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 | $18,209 | $25,979-29.9% | $71,735-74.6% | $68,494-73.4% |
| Participation rate | 34.4% | 54.5%-20.1pp | 62.3%-27.9pp | 67.9%-33.5pp |
| Annual return | -14.16% | -15.10%+0.9pp | 9.14%-23.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $509 | $900-43.5% | $1,704-70.1% | $2,596-80.4% |
| Participant deferral / active EE | $509 | $1,522-66.6% | $2,658-80.8% | $4,027-87.4% |
| Admin fee / account holder | $78 | $2,022-96.2% | $3,974-98.0% | $5,403-98.6% |