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 6-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 | $100,773-100.0% | $88,946-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.8%-68.8pp | 80.1%-80.1pp |
| Annual return | 18.62% | 70.18%-51.6pp | 57.82%-39.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,750 | $2,918-40.0% | $2,555-31.5% | $4,299-59.3% |
| Participant deferral / active EE | $10,125 | $5,230+93.6% | $4,581+121.0% | $6,507+55.6% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |