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 | $99,985-100.0% | $146,665-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 73.1%-73.1pp | 80.1%-80.1pp | 69.3%-69.3pp |
| Annual return | 18.72% | 18.93%-0.2pp | 22.74%-4.0pp | 318.53%-299.8pp |
| Employer contribution / active EE | $6,212 | $2,559+142.8% | $4,136+50.2% | $2,565+142.2% |
| Participant deferral / active EE | $7,673 | $4,006+91.6% | $5,506+39.4% | $3,952+94.2% |
| Admin fee / account holder | $0 | $7,702-100.0% | $10,280-100.0% | $6,260-100.0% |