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 | $110,257-100.0% | $96,544-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | 213.34% | 26.32%+187.0pp | 25.84%+187.5pp | 372.94%-159.6pp |
| Employer contribution / active EE | $955 | $3,620-73.6% | $2,965-67.8% | $4,751-79.9% |
| Participant deferral / active EE | $1,831 | $5,548-67.0% | $4,851-62.3% | $6,710-72.7% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |