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 | $107,915 | $67,331+60.3% | $60,874+77.3% | $134,475-19.8% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.1%-43.1pp | 81.2%-51.2pp |
| Annual return | -13.30% | 49.93%-63.2pp | 16.90%-30.2pp | 417.96%-431.3pp |
| Employer contribution / active EE | $883 | $3,096-71.5% | $2,701-67.3% | $4,740-81.4% |
| Participant deferral / active EE | $2,233 | $4,538-50.8% | $3,817-41.5% | $6,400-65.1% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |