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 | $297,529-100.0% | $246,525-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 86.5%-86.5pp | 82.0%-82.0pp | 85.6%-85.6pp |
| Annual return | 0.46% | -2.25%+2.7pp | 0.46%0pp | 396.79%-396.3pp |
| Employer contribution / active EE | $33,424 | $8,709+283.8% | $7,467+347.6% | $7,508+345.2% |
| Participant deferral / active EE | $14,300 | $6,076+135.4% | $5,422+163.7% | $5,521+159.0% |
| Admin fee / account holder | $0 | $16,212-100.0% | $16,551-100.0% | $28,387-100.0% |