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 4-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 | $64,839-100.0% | $95,585-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 63.8%-63.8pp | 72.1%-72.1pp | 68.3%-68.3pp |
| Annual return | 18.64% | -670.96%+689.6pp | 38.56%-19.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,276 | $1,759-27.5% | $2,527-49.5% | $2,631-51.5% |
| Participant deferral / active EE | $3,034 | $2,965+2.3% | $4,023-24.6% | $4,212-28.0% |
| Admin fee / account holder | $0 | $5,964-100.0% | $6,127-100.0% | $7,344-100.0% |