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 7-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 | $29,474 | $84,402-65.1% | $61,373-52.0% | $134,475-78.1% |
| Participation rate | 46.2% | 62.2%-16.0pp | 52.6%-6.4pp | 81.2%-35.1pp |
| Annual return | -18.18% | 584.55%-602.7pp | 338.61%-356.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $793 | $1,544-48.7% | $1,159-31.6% | $4,740-83.3% |
| Participant deferral / active EE | $3,939 | $2,819+39.7% | $2,125+85.4% | $6,400-38.5% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |