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 7-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 | $133,958-100.0% | $112,228-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -20.07% | 47.11%-67.2pp | 27.45%-47.5pp | 417.96%-438.0pp |
| Employer contribution / active EE | $18,300 | $4,038+353.2% | $3,635+403.5% | $4,740+286.1% |
| Participant deferral / active EE | $20,500 | $5,291+287.5% | $4,728+333.6% | $6,400+220.3% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |