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 8-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 | $17,253 | $97,757-82.4% | $83,848-79.4% | $135,375-87.3% |
| Participation rate | 35.7% | 80.0%-44.2pp | 76.1%-40.4pp | 82.6%-46.9pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,159 | $4,222-25.2% | $3,631-13.0% | $4,779-33.9% |
| Participant deferral / active EE | $3,059 | $4,682-34.7% | $4,082-25.0% | $5,609-45.5% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |