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 | $83,908-100.0% | $68,509-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 78.2%-78.2pp | 74.7%-74.7pp | 83.2%-83.2pp |
| Annual return | -2.72% | 14.48%-17.2pp | 8.27%-11.0pp | 282.22%-284.9pp |
| Employer contribution / active EE | $3,912 | $3,031+29.1% | $2,278+71.8% | $4,866-19.6% |
| Participant deferral / active EE | $5,497 | $4,125+33.3% | $3,382+62.5% | $5,352+2.7% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |