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 | $185,822-100.0% | $169,993-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.0%-87.0pp | 80.3%-80.3pp |
| Annual return | 13.50% | 60.50%-47.0pp | 53.37%-39.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,426 | $7,590-68.0% | $6,785-64.2% | $4,751-48.9% |
| Participant deferral / active EE | $7,014 | $11,622-39.6% | $10,408-32.6% | $6,710+4.5% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |