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 | $546,767-100.0% | $193,871-100.0% | $546,767-100.0% |
| Participation rate | 60.0% | 83.5%-23.5pp | 85.6%-25.6pp | 83.5%-23.5pp |
| Annual return | 0.00% | 10.35%-10.3pp | 15.27%-15.3pp | 10.35%-10.3pp |
| Employer contribution / active EE | $0 | $24,752-100.0% | $4,691-100.0% | $24,752-100.0% |
| Participant deferral / active EE | $0 | $3,964-100.0% | $2,779-100.0% | $3,964-100.0% |
| Admin fee / account holder | $0 | $48,677-100.0% | $12,948-100.0% | $48,677-100.0% |