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 | $6,741 | $67,331-90.0% | $60,874-88.9% | $134,475-95.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -12.39% | 49.93%-62.3pp | 16.90%-29.3pp | 417.96%-430.4pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,070 | $4,538-54.4% | $3,817-45.8% | $6,400-67.7% |
| Admin fee / account holder | $295 | $4,582-93.6% | $3,224-90.9% | $11,426-97.4% |