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 | $47,970 | $91,911-47.8% | $68,793-30.3% | $135,375-64.6% |
| Participation rate | 50.0% | 76.7%-26.7pp | 72.2%-22.2pp | 82.6%-32.6pp |
| Annual return | -9.35% | -8.22%-1.1pp | -4.63%-4.7pp | 519.73%-529.1pp |
| Employer contribution / active EE | $910 | $3,924-76.8% | $2,625-65.3% | $4,779-81.0% |
| Participant deferral / active EE | $3,413 | $4,315-20.9% | $3,311+3.1% | $5,609-39.2% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |