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 | $226,064-100.0% | $182,532-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.0%-78.0pp | 82.4%-82.4pp |
| Annual return | 11.45% | 192.51%-181.1pp | 148.54%-137.1pp | 345.32%-333.9pp |
| Employer contribution / active EE | $8,010 | $4,978+60.9% | $4,076+96.5% | $4,762+68.2% |
| Participant deferral / active EE | $3,926 | $6,368-38.3% | $5,524-28.9% | $5,850-32.9% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |