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 | $525,611-100.0% | $270,286-100.0% | $525,611-100.0% |
| Participation rate | 60.0% | 87.0%-27.0pp | 93.3%-33.3pp | 87.0%-27.0pp |
| Annual return | 0.00% | 8.71%-8.7pp | 2.13%-2.1pp | 8.71%-8.7pp |
| Employer contribution / active EE | $0 | $21,932-100.0% | $10,655-100.0% | $21,932-100.0% |
| Participant deferral / active EE | $0 | $5,987-100.0% | $3,981-100.0% | $5,987-100.0% |
| Admin fee / account holder | $0 | $41,812-100.0% | $13,990-100.0% | $41,812-100.0% |