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 6-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 | $11,844 | $100,852-88.3% | $90,404-86.9% | $158,922-92.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 0.00% | 1724.20%-1724.2pp | 1293.02%-1293.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,419 | $3,689-61.5% | $3,262-56.5% | $4,761-70.2% |
| Participant deferral / active EE | $5,217 | $4,348+20.0% | $3,963+31.6% | $5,982-12.8% |
| Admin fee / account holder | $23 | $6,501-99.6% | $5,611-99.6% | $11,246-99.8% |