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 10-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 | $45,863-100.0% | $77,024-100.0% | $68,494-100.0% |
| Participation rate | 0.0% | 55.9%-55.9pp | 67.9%-67.9pp | 67.9%-67.9pp |
| Annual return | -16.08% | 1.72%-17.8pp | 42.32%-58.4pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,557 | $1,650+115.6% | $2,812+26.5% | $2,596+37.0% |
| Participant deferral / active EE | $6,761 | $2,962+128.2% | $4,426+52.7% | $4,027+67.9% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,425-100.0% | $5,403-100.0% |