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 | $53,002 | $90,600-41.5% | $79,464-33.3% | $135,375-60.8% |
| Participation rate | 44.4% | 76.0%-31.6pp | 73.3%-28.9pp | 82.6%-38.2pp |
| Annual return | -7.17% | 977.43%-984.6pp | 718.14%-725.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,222 | $3,068-27.6% | $2,800-20.6% | $4,779-53.5% |
| Participant deferral / active EE | $2,544 | $4,050-37.2% | $3,704-31.3% | $5,609-54.6% |
| Admin fee / account holder | $15 | $5,907-99.7% | $5,113-99.7% | $10,827-99.9% |