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 | $110,261-100.0% | $95,745-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 9.33% | 27.11%-17.8pp | 28.35%-19.0pp | 372.94%-363.6pp |
| Employer contribution / active EE | $18,681 | $3,257+473.5% | $2,835+559.1% | $4,751+293.2% |
| Participant deferral / active EE | $8,333 | $4,676+78.2% | $4,245+96.3% | $6,710+24.2% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |