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 | $88,751-100.0% | $81,812-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 30.09% | 1025.40%-995.3pp | 773.79%-743.7pp | 561.29%-531.2pp |
| Employer contribution / active EE | $3,804 | $3,083+23.4% | $2,912+30.6% | $4,660-18.4% |
| Participant deferral / active EE | $13,379 | $4,643+188.1% | $4,319+209.8% | $6,688+100.1% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |