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 | $19,514 | $158,817-87.7% | $121,196-83.9% | $135,375-85.6% |
| Participation rate | 60.0% | 79.3%-19.3pp | 71.7%-11.7pp | 82.6%-22.6pp |
| Annual return | -0.89% | -0.64%-0.3pp | 16.93%-17.8pp | 519.73%-520.6pp |
| Employer contribution / active EE | $619 | $5,665-89.1% | $4,022-84.6% | $4,779-87.0% |
| Participant deferral / active EE | $699 | $4,005-82.6% | $3,344-79.1% | $5,609-87.5% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |