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 | $55,174 | $106,543-48.2% | $91,220-39.5% | $134,475-59.0% |
| Participation rate | 27.3% | 76.8%-49.5pp | 73.2%-45.9pp | 81.2%-53.9pp |
| Annual return | -18.91% | 160.60%-179.5pp | 114.01%-132.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $638 | $3,331-80.9% | $2,850-77.6% | $4,740-86.5% |
| Participant deferral / active EE | $2,946 | $4,719-37.6% | $4,234-30.4% | $6,400-54.0% |
| Admin fee / account holder | $57 | $6,231-99.1% | $5,420-98.9% | $11,426-99.5% |