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 | $19,068 | $117,690-83.8% | $71,735-73.4% | $134,475-85.8% |
| Participation rate | 25.0% | 68.8%-43.8pp | 62.3%-37.3pp | 81.2%-56.2pp |
| Annual return | -15.77% | 25.44%-41.2pp | 9.14%-24.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $148 | $2,525-94.1% | $1,704-91.3% | $4,740-96.9% |
| Participant deferral / active EE | $1,006 | $3,759-73.2% | $2,658-62.1% | $6,400-84.3% |
| Admin fee / account holder | $63 | $6,379-99.0% | $3,974-98.4% | $11,426-99.5% |