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 | $100,754-100.0% | $86,677-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 78.9%-78.9pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -15.48% | 29.04%-44.5pp | 35.91%-51.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,638 | $3,489-53.1% | $2,836-42.3% | $4,740-65.4% |
| Participant deferral / active EE | $4,213 | $5,338-21.1% | $4,656-9.5% | $6,400-34.2% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |