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 | $42,050 | $106,543-60.5% | $91,220-53.9% | $134,475-68.7% |
| Participation rate | 27.8% | 76.8%-49.0pp | 73.2%-45.4pp | 81.2%-53.4pp |
| Annual return | -8.11% | 160.60%-168.7pp | 114.01%-122.1pp | 417.96%-426.1pp |
| Employer contribution / active EE | $1,055 | $3,331-68.3% | $2,850-63.0% | $4,740-77.8% |
| Participant deferral / active EE | $1,363 | $4,719-71.1% | $4,234-67.8% | $6,400-78.7% |
| Admin fee / account holder | $25 | $6,231-99.6% | $5,420-99.5% | $11,426-99.8% |