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 | $14,228 | $93,024-84.7% | $77,024-81.5% | $134,475-89.4% |
| Participation rate | 64.3% | 74.5%-10.2pp | 67.9%-3.6pp | 81.2%-16.9pp |
| Annual return | -15.36% | 62.60%-78.0pp | 42.32%-57.7pp | 417.96%-433.3pp |
| Employer contribution / active EE | $833 | $3,418-75.6% | $2,812-70.4% | $4,740-82.4% |
| Participant deferral / active EE | $3,974 | $5,238-24.1% | $4,426-10.2% | $6,400-37.9% |
| Admin fee / account holder | $49 | $6,944-99.3% | $5,425-99.1% | $11,426-99.6% |