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 | $99,640-100.0% | $86,436-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -18.25% | 6782.58%-6800.8pp | 4394.89%-4413.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $4,998 | $4,400+13.6% | $3,769+32.6% | $4,740+5.4% |
| Participant deferral / active EE | $13,156 | $7,246+81.6% | $6,952+89.3% | $6,400+105.6% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |