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 | $159,602-100.0% | $150,045-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 15.03% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $7,241 | $4,961+46.0% | $4,693+54.3% | $4,299+68.4% |
| Participant deferral / active EE | $17,211 | $8,310+107.1% | $7,997+115.2% | $6,507+164.5% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |