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 | $28,349 | $27,641+2.6% | $61,373-53.8% | $68,494-58.6% |
| Participation rate | 43.8% | 39.5%+4.3pp | 52.6%-8.8pp | 67.9%-24.1pp |
| Annual return | -18.60% | -13.24%-5.4pp | 338.61%-357.2pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,073 | $695+54.3% | $1,159-7.4% | $2,596-58.7% |
| Participant deferral / active EE | $2,462 | $1,263+94.9% | $2,125+15.8% | $4,027-38.9% |
| Admin fee / account holder | $29 | $2,010-98.6% | $2,130-98.6% | $5,403-99.5% |