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 | $61,363 | $138,065-55.6% | $123,544-50.3% | $135,375-54.7% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | -6.84% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,564 | $5,151-69.6% | $4,628-66.2% | $4,779-67.3% |
| Participant deferral / active EE | $2,735 | $6,799-59.8% | $6,426-57.4% | $5,609-51.2% |
| Admin fee / account holder | -$56 | $10,916-100.5% | $9,284-100.6% | $10,827-100.5% |