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 9-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 | $86,286-100.0% | $111,297-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 73.3%-73.3pp | 77.3%-77.3pp | 69.3%-69.3pp |
| Annual return | 12.90% | 19.99%-7.1pp | 54.65%-41.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,851 | $2,043-9.4% | $2,731-32.2% | $2,565-27.8% |
| Participant deferral / active EE | $1,806 | $3,641-50.4% | $4,487-59.7% | $3,952-54.3% |
| Admin fee / account holder | $0 | $8,188-100.0% | $7,964-100.0% | $6,260-100.0% |