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 | $57,498 | $99,032-41.9% | $80,019-28.1% | $135,375-57.5% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | -7.52% | 15.39%-22.9pp | 11.22%-18.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $4,349 | $3,043+42.9% | $2,468+76.2% | $4,779-9.0% |
| Participant deferral / active EE | $9,767 | $4,282+128.1% | $3,686+165.0% | $5,609+74.1% |
| Admin fee / account holder | $34 | $10,436-99.7% | $6,521-99.5% | $10,827-99.7% |