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 | $140,940-100.0% | $112,229-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 79.2%-79.2pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 19.41% | 32.71%-13.3pp | 30.20%-10.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $18,243 | $4,283+325.9% | $3,430+431.8% | $4,751+284.0% |
| Participant deferral / active EE | $30,000 | $5,874+410.7% | $4,798+525.3% | $6,710+347.1% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |