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 | $99,032-100.0% | $80,019-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 78.4%-78.4pp | 75.8%-75.8pp | 82.6%-82.6pp |
| Annual return | 6.87% | 15.39%-8.5pp | 11.22%-4.3pp | 519.73%-512.9pp |
| Employer contribution / active EE | $1,756 | $3,043-42.3% | $2,468-28.8% | $4,779-63.3% |
| Participant deferral / active EE | $2,499 | $4,282-41.6% | $3,686-32.2% | $5,609-55.4% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |