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 | $71,050-100.0% | $93,606-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 60.4%-60.4pp | 68.7%-68.7pp | 67.6%-67.6pp |
| Annual return | 17.29% | 11.26%+6.0pp | 133.20%-115.9pp | 35.59%-18.3pp |
| Employer contribution / active EE | $623 | $1,564-60.2% | $2,420-74.3% | $2,755-77.4% |
| Participant deferral / active EE | $1,633 | $4,034-59.5% | $4,411-63.0% | $4,296-62.0% |
| Admin fee / account holder | $0 | $6,945-100.0% | $8,285-100.0% | $6,918-100.0% |