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 6-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 | $45,600 | $167,307-72.7% | $143,757-68.3% | $134,475-66.1% |
| Participation rate | 30.8% | 84.8%-54.0pp | 80.3%-49.5pp | 81.2%-50.5pp |
| Annual return | -16.17% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,226 | $5,619-78.2% | $4,951-75.2% | $4,740-74.1% |
| Participant deferral / active EE | $3,738 | $6,446-42.0% | $5,637-33.7% | $6,400-41.6% |
| Admin fee / account holder | $191 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |