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 6-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 | $151,057 | $167,307-9.7% | $143,757+5.1% | $134,475+12.3% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -18.98% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,933 | $5,619-47.8% | $4,951-40.8% | $4,740-38.1% |
| Participant deferral / active EE | $5,815 | $6,446-9.8% | $5,637+3.2% | $6,400-9.1% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |