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 | $81,561 | $190,805-57.3% | $159,960-49.0% | $134,475-39.3% |
| Participation rate | 60.0% | 81.9%-21.9pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -12.47% | 552.23%-564.7pp | 408.60%-421.1pp | 417.96%-430.4pp |
| Employer contribution / active EE | $1,683 | $4,995-66.3% | $4,226-60.2% | $4,740-64.5% |
| Participant deferral / active EE | $3,437 | $6,923-50.4% | $6,182-44.4% | $6,400-46.3% |
| Admin fee / account holder | $20 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |