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 | $43,366 | $197,825-78.1% | $155,790-72.2% | $125,391-65.4% |
| Participation rate | 55.6% | 82.1%-26.5pp | 76.1%-20.5pp | 83.2%-27.6pp |
| Annual return | -0.33% | 86.74%-87.1pp | 71.54%-71.9pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,362 | $4,847-71.9% | $3,836-64.5% | $4,866-72.0% |
| Participant deferral / active EE | $1,662 | $5,630-70.5% | $4,797-65.4% | $5,352-68.9% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |