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 8-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 | $12,890 | $54,350-76.3% | $82,719-84.4% | $68,494-81.2% |
| Participation rate | 41.4% | 63.9%-22.5pp | 72.6%-31.2pp | 67.9%-26.5pp |
| Annual return | -17.62% | -13.67%-3.9pp | 701.18%-718.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $383 | $2,218-82.7% | $3,009-87.3% | $2,596-85.2% |
| Participant deferral / active EE | $1,283 | $3,246-60.5% | $4,395-70.8% | $4,027-68.1% |
| Admin fee / account holder | $78 | $4,395-98.2% | $5,329-98.5% | $5,403-98.6% |