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 | $81,208-100.0% | $98,907-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 72.5%-72.5pp | 76.0%-76.0pp | 69.6%-69.6pp |
| Annual return | 23.45% | 60.99%-37.5pp | 196.43%-173.0pp | 31.71%-8.3pp |
| Employer contribution / active EE | $3,861 | $1,960+97.0% | $2,689+43.6% | $2,471+56.3% |
| Participant deferral / active EE | $4,985 | $3,265+52.7% | $4,244+17.5% | $3,740+33.3% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,642-100.0% | $5,306-100.0% |