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 | $27,746 | $138,044-79.9% | $125,339-77.9% | $134,475-79.4% |
| Participation rate | 45.5% | 84.5%-39.0pp | 82.4%-36.9pp | 81.2%-35.8pp |
| Annual return | -16.15% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,053 | $5,243-79.9% | $4,814-78.1% | $4,740-77.8% |
| Participant deferral / active EE | $3,520 | $7,799-54.9% | $7,446-52.7% | $6,400-45.0% |
| Admin fee / account holder | $110 | $11,571-99.0% | $10,010-98.9% | $11,426-99.0% |