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 8-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 | $121,625-100.0% | $104,607-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 77.5%-77.5pp | 74.1%-74.1pp | 82.0%-82.0pp |
| Annual return | 22.87% | 465.26%-442.4pp | 340.46%-317.6pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,478 | $3,163-53.3% | $2,681-44.9% | $4,761-69.0% |
| Participant deferral / active EE | $7,323 | $4,177+75.3% | $3,740+95.8% | $5,982+22.4% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |