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 5-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 | $154,117-100.0% | $129,995-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.5%-78.5pp | 80.3%-80.3pp |
| Annual return | 21.07% | 32.48%-11.4pp | -137.18%+158.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $9,931 | $5,289+87.8% | $4,320+129.9% | $4,751+109.0% |
| Participant deferral / active EE | $9,698 | $6,710+44.5% | $5,820+66.6% | $6,710+44.5% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |