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 7-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 | $112,881-100.0% | $90,951-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 74.7%-74.7pp | 69.0%-69.0pp | 82.0%-82.0pp |
| Annual return | 28.80% | 215.79%-187.0pp | 134.60%-105.8pp | 302.83%-274.0pp |
| Employer contribution / active EE | $2,510 | $2,893-13.2% | $2,122+18.3% | $4,761-47.3% |
| Participant deferral / active EE | $4,292 | $4,128+4.0% | $3,373+27.2% | $5,982-28.3% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |