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 | $48,364-100.0% | $71,796-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 60.6%-60.6pp | 69.1%-69.1pp | 69.3%-69.3pp |
| Annual return | 5.74% | 13.16%-7.4pp | 78.04%-72.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $784 | $1,042-24.7% | $1,924-59.2% | $2,281-65.6% |
| Participant deferral / active EE | $1,575 | $2,091-24.7% | $2,794-43.6% | $3,203-50.8% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |