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 | $65,155 | $190,805-65.9% | $159,960-59.3% | $134,475-51.5% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -18.59% | 552.23%-570.8pp | 408.60%-427.2pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,473 | $4,995-70.5% | $4,226-65.1% | $4,740-68.9% |
| Participant deferral / active EE | $5,615 | $6,923-18.9% | $6,182-9.2% | $6,400-12.3% |
| Admin fee / account holder | $283 | $10,471-97.3% | $8,698-96.8% | $11,426-97.5% |