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 7-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 | $59,016 | $138,044-57.2% | $125,339-52.9% | $134,475-56.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -19.29% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,706 | $5,243-29.3% | $4,814-23.0% | $4,740-21.8% |
| Participant deferral / active EE | $4,134 | $7,799-47.0% | $7,446-44.5% | $6,400-35.4% |
| Admin fee / account holder | $150 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |