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 7-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 | $86,161 | $142,344-39.5% | $119,609-28.0% | $134,475-35.9% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -14.59% | -12.44%-2.1pp | -14.97%+0.4pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,343 | $5,222-36.0% | $4,232-21.0% | $4,740-29.5% |
| Participant deferral / active EE | $9,742 | $6,469+50.6% | $5,602+73.9% | $6,400+52.2% |
| Admin fee / account holder | $181 | $13,584-98.7% | $10,323-98.2% | $11,426-98.4% |