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 3-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 | $105,126-100.0% | $94,646-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 82.4%-82.4pp | 80.8%-80.8pp | 80.3%-80.3pp |
| Annual return | 0.00% | 38.03%-38.0pp | 156.71%-156.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,835 | $4,106-30.9% | $3,672-22.8% | $4,751-40.3% |
| Participant deferral / active EE | $4,683 | $7,599-38.4% | $7,418-36.9% | $6,710-30.2% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |