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 | $96,956-100.0% | $70,014-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 77.1%-77.1pp | 71.8%-71.8pp | 83.0%-83.0pp |
| Annual return | 8.21% | 12.93%-4.7pp | 12.99%-4.8pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,247 | $3,316-62.4% | $2,338-46.7% | $4,869-74.4% |
| Participant deferral / active EE | $7,426 | $3,744+98.3% | $2,931+153.4% | $5,287+40.5% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |