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 | $34,496 | $106,543-67.6% | $91,220-62.2% | $134,475-74.3% |
| Participation rate | 62.5% | 76.8%-14.3pp | 73.2%-10.7pp | 81.2%-18.7pp |
| Annual return | -12.17% | 160.60%-172.8pp | 114.01%-126.2pp | 417.96%-430.1pp |
| Employer contribution / active EE | $1,124 | $3,331-66.3% | $2,850-60.6% | $4,740-76.3% |
| Participant deferral / active EE | $1,676 | $4,719-64.5% | $4,234-60.4% | $6,400-73.8% |
| Admin fee / account holder | $7 | $6,231-99.9% | $5,420-99.9% | $11,426-99.9% |