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 | $43,553 | $84,695-48.6% | $73,843-41.0% | $125,391-65.3% |
| Participation rate | 13.3% | 76.8%-63.4pp | 73.4%-60.1pp | 83.2%-69.9pp |
| Annual return | -1.27% | 3123.53%-3124.8pp | 2267.84%-2269.1pp | 282.22%-283.5pp |
| Employer contribution / active EE | $514 | $3,123-83.6% | $2,787-81.6% | $4,866-89.4% |
| Participant deferral / active EE | $1,600 | $3,992-59.9% | $3,583-55.3% | $5,352-70.1% |
| Admin fee / account holder | $26 | $5,691-99.5% | $4,880-99.5% | $9,540-99.7% |