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 | $92,703-100.0% | $82,719-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -15.04% | 944.92%-960.0pp | 701.18%-716.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,475 | $3,274-24.4% | $3,009-17.8% | $4,740-47.8% |
| Participant deferral / active EE | $6,665 | $4,802+38.8% | $4,395+51.6% | $6,400+4.1% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |