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 | $65,041-100.0% | $90,951-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 69.0%-69.0pp | 69.6%-69.6pp |
| Annual return | 19.05% | 30.45%-11.4pp | 134.60%-115.5pp | 31.71%-12.7pp |
| Employer contribution / active EE | $718 | $1,247-42.4% | $2,122-66.1% | $2,471-70.9% |
| Participant deferral / active EE | $2,378 | $2,512-5.3% | $3,373-29.5% | $3,740-36.4% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |