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 | $58,000 | $93,024-37.7% | $77,024-24.7% | $134,475-56.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -16.72% | 62.60%-79.3pp | 42.32%-59.0pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,401 | $3,418-59.0% | $2,812-50.2% | $4,740-70.4% |
| Participant deferral / active EE | $9,595 | $5,238+83.2% | $4,426+116.8% | $6,400+49.9% |
| Admin fee / account holder | $118 | $6,944-98.3% | $5,425-97.8% | $11,426-99.0% |