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 | $61,607 | $54,350+13.4% | $82,719-25.5% | $68,494-10.1% |
| Participation rate | 23.5% | 63.9%-40.4pp | 72.6%-49.0pp | 67.9%-44.4pp |
| Annual return | -17.86% | -13.67%-4.2pp | 701.18%-719.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $791 | $2,218-64.3% | $3,009-73.7% | $2,596-69.5% |
| Participant deferral / active EE | $1,258 | $3,246-61.3% | $4,395-71.4% | $4,027-68.8% |
| Admin fee / account holder | $45 | $4,395-99.0% | $5,329-99.2% | $5,403-99.2% |