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 | $28,400 | $104,106-72.7% | $71,086-60.0% | $135,375-79.0% |
| Participation rate | 40.0% | 65.7%-25.7pp | 54.7%-14.7pp | 82.6%-42.6pp |
| Annual return | -7.92% | 1256.30%-1264.2pp | 650.59%-658.5pp | 519.73%-527.7pp |
| Employer contribution / active EE | $717 | $1,485-51.7% | $1,088-34.1% | $4,779-85.0% |
| Participant deferral / active EE | $1,887 | $2,527-25.3% | $1,874+0.7% | $5,609-66.4% |
| Admin fee / account holder | $191 | $4,142-95.4% | $3,082-93.8% | $10,827-98.2% |