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 | $34,722 | $91,911-62.2% | $68,793-49.5% | $135,375-74.4% |
| Participation rate | 27.3% | 76.7%-49.5pp | 72.2%-45.0pp | 82.6%-55.4pp |
| Annual return | -9.72% | -8.22%-1.5pp | -4.63%-5.1pp | 519.73%-529.4pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,789 | $4,315-58.5% | $3,311-46.0% | $5,609-68.1% |
| Admin fee / account holder | $123 | $9,240-98.7% | $5,131-97.6% | $10,827-98.9% |