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 | $83,902-100.0% | $167,512-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 66.5%-66.5pp | 77.1%-77.1pp | 68.3%-68.3pp |
| Annual return | 18.49% | 91.55%-73.1pp | 1615.79%-1597.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,132 | $2,264-5.8% | $3,882-45.1% | $2,631-19.0% |
| Participant deferral / active EE | $3,541 | $4,442-20.3% | $6,405-44.7% | $4,212-15.9% |
| Admin fee / account holder | $0 | $7,915-100.0% | $9,769-100.0% | $7,344-100.0% |