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 9-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 | $46,470 | $84,402-44.9% | $61,373-24.3% | $134,475-65.4% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -17.41% | 584.55%-602.0pp | 338.61%-356.0pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,713 | $1,544+10.9% | $1,159+47.8% | $4,740-63.9% |
| Participant deferral / active EE | $5,055 | $2,819+79.3% | $2,125+137.9% | $6,400-21.0% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |