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 8-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 | $40,952 | $100,754-59.4% | $86,677-52.8% | $134,475-69.5% |
| Participation rate | 55.6% | 78.9%-23.4pp | 76.6%-21.0pp | 81.2%-25.7pp |
| Annual return | -18.66% | 29.04%-47.7pp | 35.91%-54.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,943 | $3,489-44.3% | $2,836-31.5% | $4,740-59.0% |
| Participant deferral / active EE | $2,772 | $5,338-48.1% | $4,656-40.5% | $6,400-56.7% |
| Admin fee / account holder | $20 | $10,926-99.8% | $7,493-99.7% | $11,426-99.8% |