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 | $37,779 | $95,193-60.3% | $76,523-50.6% | $135,375-72.1% |
| Participation rate | 23.8% | 74.4%-50.6pp | 68.0%-44.2pp | 82.6%-58.8pp |
| Annual return | -8.05% | 4.85%-12.9pp | -0.27%-7.8pp | 519.73%-527.8pp |
| Employer contribution / active EE | $662 | $3,302-80.0% | $2,647-75.0% | $4,779-86.1% |
| Participant deferral / active EE | $3,479 | $4,639-25.0% | $3,835-9.3% | $5,609-38.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |