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 5-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 | $106,515-100.0% | $96,683-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 20.10% | 38.43%-18.3pp | 35.69%-15.6pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,320 | $4,103-43.5% | $3,737-37.9% | $4,751-51.2% |
| Participant deferral / active EE | $4,746 | $5,454-13.0% | $4,878-2.7% | $6,710-29.3% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |