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 9-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 | $101,283-100.0% | $75,826-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 72.7%-72.7pp | 68.2%-68.2pp | 82.6%-82.6pp |
| Annual return | 11.10% | 3384.62%-3373.5pp | 1914.15%-1903.1pp | 519.73%-508.6pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $901 | $3,469-74.0% | $2,862-68.5% | $5,609-83.9% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,827-100.0% |