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 | $95,803-100.0% | $113,168-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 72.9%-72.9pp | 76.6%-76.6pp | 68.3%-68.3pp |
| Annual return | 23.12% | 25.00%-1.9pp | 24.27%-1.1pp | 40.90%-17.8pp |
| Employer contribution / active EE | $769 | $2,360-67.4% | $2,975-74.1% | $2,631-70.8% |
| Participant deferral / active EE | $1,978 | $4,242-53.4% | $5,107-61.3% | $4,212-53.0% |
| Admin fee / account holder | $0 | $8,989-100.0% | $12,068-100.0% | $7,344-100.0% |