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 | $14,854 | $92,703-84.0% | $82,719-82.0% | $134,475-89.0% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 81.2%-43.7pp |
| Annual return | -20.00% | 944.92%-964.9pp | 701.18%-721.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $638 | $3,274-80.5% | $3,009-78.8% | $4,740-86.5% |
| Participant deferral / active EE | $1,019 | $4,802-78.8% | $4,395-76.8% | $6,400-84.1% |
| Admin fee / account holder | $133 | $5,983-97.8% | $5,329-97.5% | $11,426-98.8% |