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 | $13,928 | $27,641-49.6% | $61,373-77.3% | $68,494-79.7% |
| Participation rate | 20.0% | 39.5%-19.5pp | 52.6%-32.6pp | 67.9%-47.9pp |
| Annual return | -17.35% | -13.24%-4.1pp | 338.61%-356.0pp | -7.84%-9.5pp |
| Employer contribution / active EE | $263 | $695-62.2% | $1,159-77.3% | $2,596-89.9% |
| Participant deferral / active EE | $290 | $1,263-77.0% | $2,125-86.3% | $4,027-92.8% |
| Admin fee / account holder | $170 | $2,010-91.5% | $2,130-92.0% | $5,403-96.8% |