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 | $122,584-100.0% | $101,794-100.0% | - |
| Participation rate | 0.0% | 55.7%-55.7pp | 69.2%-69.2pp | - |
| Annual return | 12.77% | 12.44%+0.3pp | 30.53%-17.8pp | - |
| Employer contribution / active EE | $1,459 | $779+87.3% | $2,289-36.3% | - |
| Participant deferral / active EE | $3,944 | $2,994+31.7% | $4,084-3.4% | - |
| Admin fee / account holder | $0 | $4,622-100.0% | $8,777-100.0% | - |