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 5-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 | $18,753 | $110,809-83.1% | $86,874-78.4% | $167,490-88.8% |
| Participation rate | 60.0% | 75.8%-15.8pp | 71.6%-11.6pp | 82.1%-22.1pp |
| Annual return | 0.00% | 116.98%-117.0pp | 63.52%-63.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $4,834 | $3,244+49.0% | $2,495+93.7% | $4,837-0.1% |
| Participant deferral / active EE | $5,490 | $4,546+20.8% | $3,699+48.4% | $6,341-13.4% |
| Admin fee / account holder | $73 | $8,415-99.1% | $5,828-98.8% | $12,309-99.4% |