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 | $45,851 | $76,000-39.7% | $154,107-70.2% | $64,186-28.6% |
| Participation rate | 55.6% | 70.4%-14.9pp | 83.0%-27.5pp | 69.6%-14.0pp |
| Annual return | -6.57% | 30.32%-36.9pp | 735.12%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,572 | $3,351-53.1% | $5,298-70.3% | $2,381-34.0% |
| Participant deferral / active EE | $2,469 | $3,175-22.2% | $5,081-51.4% | $3,470-28.8% |
| Admin fee / account holder | $218 | $5,596-96.1% | $13,411-98.4% | $4,888-95.5% |