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 | $0 | $112,096-100.0% | $95,952-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 77.1%-77.1pp | 82.0%-82.0pp |
| Annual return | 8.13% | 171.09%-163.0pp | 91.61%-83.5pp | 302.83%-294.7pp |
| Employer contribution / active EE | $4,370 | $3,198+36.6% | $2,541+72.0% | $4,761-8.2% |
| Participant deferral / active EE | $21,847 | $4,784+356.7% | $4,167+424.3% | $5,982+265.2% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |