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 9-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 | $6,751 | $67,331-90.0% | $60,874-88.9% | $134,475-95.0% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.1%-33.1pp | 81.2%-41.2pp |
| Annual return | -20.29% | 49.93%-70.2pp | 16.90%-37.2pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,119 | $3,096-63.9% | $2,701-58.6% | $4,740-76.4% |
| Participant deferral / active EE | $1,128 | $4,538-75.1% | $3,817-70.4% | $6,400-82.4% |
| Admin fee / account holder | $86 | $4,582-98.1% | $3,224-97.3% | $11,426-99.2% |