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 | $197,825-100.0% | $155,790-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 82.1%-82.1pp | 76.1%-76.1pp | 83.2%-83.2pp |
| Annual return | 3.68% | 86.74%-83.1pp | 71.54%-67.9pp | 282.22%-278.5pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $25,000 | $5,630+344.0% | $4,797+421.2% | $5,352+367.2% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |