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 9-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 | $20,658 | $92,703-77.7% | $82,719-75.0% | $134,475-84.6% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -19.83% | 944.92%-964.8pp | 701.18%-721.0pp | 417.96%-437.8pp |
| Employer contribution / active EE | $476 | $3,274-85.5% | $3,009-84.2% | $4,740-90.0% |
| Participant deferral / active EE | $2,336 | $4,802-51.4% | $4,395-46.9% | $6,400-63.5% |
| Admin fee / account holder | $94 | $5,983-98.4% | $5,329-98.2% | $11,426-99.2% |