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 9-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 | $102,987 | $84,402+22.0% | $61,373+67.8% | $134,475-23.4% |
| Participation rate | 0.0% | 62.2%-62.2pp | 52.6%-52.6pp | 81.2%-81.2pp |
| Annual return | -14.55% | 584.55%-599.1pp | 338.61%-353.2pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,267 | $1,544+111.5% | $1,159+181.8% | $4,740-31.1% |
| Participant deferral / active EE | $17,042 | $2,819+504.5% | $2,125+702.0% | $6,400+166.3% |
| Admin fee / account holder | $20 | $2,585-99.2% | $2,130-99.1% | $11,426-99.8% |