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 | $89,923 | $54,229+65.8% | $70,092+28.3% | $68,494+31.3% |
| Participation rate | 32.1% | 64.5%-32.3pp | 70.5%-38.3pp | 67.9%-35.7pp |
| Annual return | -5.74% | -13.87%+8.1pp | 190.73%-196.5pp | -7.84%+2.1pp |
| Employer contribution / active EE | $957 | $2,018-52.6% | $2,559-62.6% | $2,596-63.1% |
| Participant deferral / active EE | $2,170 | $2,956-26.6% | $3,849-43.6% | $4,027-46.1% |
| Admin fee / account holder | $257 | $4,694-94.5% | $6,267-95.9% | $5,403-95.2% |