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 | $7,804 | $82,286-90.5% | $68,791-88.7% | $134,475-94.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -18.27% | -2.19%-16.1pp | -6.38%-11.9pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,640 | $3,301-50.3% | $2,655-38.2% | $4,740-65.4% |
| Participant deferral / active EE | $3,998 | $4,739-15.6% | $3,941+1.4% | $6,400-37.5% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |