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 7-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 | $89,753-100.0% | $107,525-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 68.1%-68.1pp | 75.1%-75.1pp | 68.3%-68.3pp |
| Annual return | 45.30% | 29.48%+15.8pp | 181.32%-136.0pp | 40.90%+4.4pp |
| Employer contribution / active EE | $5,035 | $3,113+61.7% | $3,754+34.1% | $2,631+91.4% |
| Participant deferral / active EE | $6,688 | $4,056+64.9% | $5,116+30.7% | $4,212+58.8% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |