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 8-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 | $118,680-100.0% | $98,907-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 76.0%-76.0pp | 82.0%-82.0pp |
| Annual return | 24.85% | 372.35%-347.5pp | 196.43%-171.6pp | 302.83%-278.0pp |
| Employer contribution / active EE | $823 | $3,333-75.3% | $2,689-69.4% | $4,761-82.7% |
| Participant deferral / active EE | $3,154 | $5,088-38.0% | $4,244-25.7% | $5,982-47.3% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |