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 | $181,894-100.0% | $156,549-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | 11.69% | 30.74%-19.1pp | 32.23%-20.5pp | 41.45%-29.8pp |
| Employer contribution / active EE | $8,057 | $6,248+28.9% | $5,501+46.5% | $4,869+65.5% |
| Participant deferral / active EE | $9,923 | $5,550+78.8% | $4,871+103.7% | $5,287+87.7% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |