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 | $60,989-100.0% | $60,874-100.0% | $66,914-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 73.1%-73.1pp | 69.8%-69.8pp |
| Annual return | -12.96% | -9.60%-3.4pp | 16.90%-29.9pp | 1.58%-14.5pp |
| Employer contribution / active EE | $1,705 | $2,661-35.9% | $2,701-36.9% | $2,544-33.0% |
| Participant deferral / active EE | $1,961 | $3,615-45.7% | $3,817-48.6% | $4,237-53.7% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |