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 | $150,187-100.0% | $120,354-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 78.8%-78.8pp | 71.9%-71.9pp | 80.3%-80.3pp |
| Annual return | 14.59% | 154.07%-139.5pp | 107.15%-92.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $20,245 | $4,348+365.6% | $3,463+484.7% | $4,660+334.5% |
| Participant deferral / active EE | $30,500 | $6,173+394.1% | $4,991+511.1% | $6,688+356.1% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |