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 | $55,706-100.0% | $75,886-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 61.1%-61.1pp | 69.3%-69.3pp | 69.5%-69.5pp |
| Annual return | 21.23% | 27.59%-6.4pp | 30.76%-9.5pp | 81.00%-59.8pp |
| Employer contribution / active EE | $930 | $1,687-44.9% | $2,500-62.8% | $2,440-61.9% |
| Participant deferral / active EE | $5,391 | $2,634+104.7% | $3,603+49.6% | $3,607+49.4% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,418-100.0% | $5,124-100.0% |