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 | $109,817-100.0% | $98,442-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 9.59% | 1956.69%-1947.1pp | 1492.73%-1483.1pp | 478.56%-469.0pp |
| Employer contribution / active EE | $3,310 | $3,224+2.7% | $2,960+11.8% | $4,837-31.6% |
| Participant deferral / active EE | $9,401 | $4,673+101.2% | $4,276+119.9% | $6,341+48.3% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |