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 | $197,591-100.0% | $177,821-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.7%-87.7pp | 82.0%-82.0pp |
| Annual return | 8.21% | 58.76%-50.6pp | 48.32%-40.1pp | 302.83%-294.6pp |
| Employer contribution / active EE | $3,508 | $6,697-47.6% | $5,918-40.7% | $4,761-26.3% |
| Participant deferral / active EE | $17,333 | $8,405+106.2% | $7,714+124.7% | $5,982+189.8% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |