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 | $43,627 | $27,641+57.8% | $61,373-28.9% | $68,494-36.3% |
| Participation rate | 14.9% | 39.5%-24.6pp | 52.6%-37.6pp | 67.9%-53.0pp |
| Annual return | -16.14% | -13.24%-2.9pp | 338.61%-354.7pp | -7.84%-8.3pp |
| Employer contribution / active EE | $192 | $695-72.4% | $1,159-83.4% | $2,596-92.6% |
| Participant deferral / active EE | $659 | $1,263-47.8% | $2,125-69.0% | $4,027-83.6% |
| Admin fee / account holder | $77 | $2,010-96.2% | $2,130-96.4% | $5,403-98.6% |