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 | $29,203 | $82,286-64.5% | $68,791-57.5% | $134,475-78.3% |
| Participation rate | 11.8% | 75.1%-63.3pp | 69.0%-57.3pp | 81.2%-69.5pp |
| Annual return | -6.77% | -2.19%-4.6pp | -6.38%-0.4pp | 417.96%-424.7pp |
| Employer contribution / active EE | $696 | $3,301-78.9% | $2,655-73.8% | $4,740-85.3% |
| Participant deferral / active EE | $1,110 | $4,739-76.6% | $3,941-71.8% | $6,400-82.6% |
| Admin fee / account holder | $208 | $6,481-96.8% | $4,932-95.8% | $11,426-98.2% |