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 5-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 | $87,733-100.0% | $106,548-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 71.9%-71.9pp | 76.1%-76.1pp | 69.3%-69.3pp |
| Annual return | 0.00% | 21.86%-21.9pp | 26.80%-26.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,379 | $2,073-33.5% | $2,819-51.1% | $2,565-46.2% |
| Participant deferral / active EE | $2,973 | $3,469-14.3% | $4,398-32.4% | $3,952-24.8% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,407-100.0% | $6,260-100.0% |