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 6-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 | $84,588 | $167,307-49.4% | $143,757-41.2% | $134,475-37.1% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -8.21% | 0.46%-8.7pp | -0.04%-8.2pp | 417.96%-426.2pp |
| Employer contribution / active EE | $18,496 | $5,619+229.2% | $4,951+273.6% | $4,740+290.2% |
| Participant deferral / active EE | $10,733 | $6,446+66.5% | $5,637+90.4% | $6,400+67.7% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |