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 | $52,041 | $95,193-45.3% | $76,523-32.0% | $135,375-61.6% |
| Participation rate | 64.3% | 74.4%-10.1pp | 68.0%-3.7pp | 82.6%-18.4pp |
| Annual return | -9.68% | 4.85%-14.5pp | -0.27%-9.4pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,263 | $3,302-61.8% | $2,647-52.3% | $4,779-73.6% |
| Participant deferral / active EE | $3,877 | $4,639-16.4% | $3,835+1.1% | $5,609-30.9% |
| Admin fee / account holder | $19 | $6,249-99.7% | $4,848-99.6% | $10,827-99.8% |