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 | $26,190 | $106,543-75.4% | $91,220-71.3% | $134,475-80.5% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -13.53% | 160.60%-174.1pp | 114.01%-127.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,351 | $3,331-59.4% | $2,850-52.6% | $4,740-71.5% |
| Participant deferral / active EE | $3,236 | $4,719-31.4% | $4,234-23.6% | $6,400-49.4% |
| Admin fee / account holder | $271 | $6,231-95.6% | $5,420-95.0% | $11,426-97.6% |