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 | $0 | $94,625-100.0% | $116,228-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 70.4%-70.4pp | 74.6%-74.6pp | 68.3%-68.3pp |
| Annual return | 13.00% | 20.40%-7.4pp | 90.06%-77.1pp | 40.90%-27.9pp |
| Employer contribution / active EE | $4,972 | $2,347+111.9% | $2,994+66.0% | $2,631+89.0% |
| Participant deferral / active EE | $7,861 | $3,972+97.9% | $4,953+58.7% | $4,212+86.6% |
| Admin fee / account holder | $0 | $10,091-100.0% | $11,989-100.0% | $7,344-100.0% |