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 | $89,666 | $133,958-33.1% | $112,228-20.1% | $134,475-33.3% |
| Participation rate | 41.7% | 78.6%-36.9pp | 75.1%-33.4pp | 81.2%-39.6pp |
| Annual return | -15.96% | 47.11%-63.1pp | 27.45%-43.4pp | 417.96%-433.9pp |
| Employer contribution / active EE | $868 | $4,038-78.5% | $3,635-76.1% | $4,740-81.7% |
| Participant deferral / active EE | $3,329 | $5,291-37.1% | $4,728-29.6% | $6,400-48.0% |
| Admin fee / account holder | $2 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |