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 | $81,306 | $95,193-14.6% | $76,523+6.3% | $135,375-39.9% |
| Participation rate | 20.0% | 74.4%-54.4pp | 68.0%-48.0pp | 82.6%-62.6pp |
| Annual return | -10.23% | 4.85%-15.1pp | -0.27%-10.0pp | 519.73%-530.0pp |
| Employer contribution / active EE | $377 | $3,302-88.6% | $2,647-85.8% | $4,779-92.1% |
| Participant deferral / active EE | $4,636 | $4,639-0.1% | $3,835+20.9% | $5,609-17.3% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |