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 | $41,823 | $90,320-53.7% | $59,496-29.7% | $125,391-66.6% |
| Participation rate | 22.2% | 68.3%-46.1pp | 54.6%-32.3pp | 83.2%-61.0pp |
| Annual return | -4.62% | 369.13%-373.7pp | 182.05%-186.7pp | 282.22%-286.8pp |
| Employer contribution / active EE | $653 | $1,792-63.5% | $1,153-43.3% | $4,866-86.6% |
| Participant deferral / active EE | $4,000 | $2,716+47.3% | $1,829+118.7% | $5,352-25.3% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |