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 | $104,475-100.0% | $159,436-100.0% | $79,386-100.0% |
| Participation rate | 0.0% | 76.6%-76.6pp | 82.8%-82.8pp | 70.7%-70.7pp |
| Annual return | 15.40% | 67.95%-52.6pp | 263.57%-248.2pp | 116.85%-101.5pp |
| Employer contribution / active EE | $3,503 | $3,417+2.5% | $4,829-27.5% | $2,427+44.3% |
| Participant deferral / active EE | $7,715 | $6,467+19.3% | $7,352+4.9% | $4,046+90.7% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |