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 | $33,578 | $138,044-75.7% | $125,339-73.2% | $134,475-75.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.23% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,647 | $5,243-49.5% | $4,814-45.0% | $4,740-44.1% |
| Participant deferral / active EE | $9,489 | $7,799+21.7% | $7,446+27.4% | $6,400+48.3% |
| Admin fee / account holder | $250 | $11,571-97.8% | $10,010-97.5% | $11,426-97.8% |