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 7-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 | $45,389 | $64,707-29.9% | $112,228-59.6% | $68,494-33.7% |
| Participation rate | 19.4% | 67.2%-47.7pp | 75.1%-55.6pp | 67.9%-48.4pp |
| Annual return | -19.02% | -11.40%-7.6pp | 27.45%-46.5pp | -7.84%-11.2pp |
| Employer contribution / active EE | $828 | $2,746-69.9% | $3,635-77.2% | $2,596-68.1% |
| Participant deferral / active EE | $2,048 | $3,565-42.5% | $4,728-56.7% | $4,027-49.1% |
| Admin fee / account holder | $196 | $5,232-96.3% | $6,410-96.9% | $5,403-96.4% |