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 | $56,114-100.0% | $96,139-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 56.7%-56.7pp | 68.4%-68.4pp | 69.3%-69.3pp |
| Annual return | 16.68% | 42.30%-25.6pp | 191.94%-175.3pp | 318.53%-301.9pp |
| Employer contribution / active EE | $248 | $1,620-84.7% | $2,797-91.1% | $2,565-90.3% |
| Participant deferral / active EE | $1,737 | $2,859-39.2% | $4,349-60.0% | $3,952-56.0% |
| Admin fee / account holder | $0 | $3,768-100.0% | $5,537-100.0% | $6,260-100.0% |