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 | $71,829-100.0% | $69,780-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 81.6%-81.6pp | 79.3%-79.3pp | 80.1%-80.1pp |
| Annual return | 18.59% | 31.01%-12.4pp | 26.31%-7.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $5,020 | $4,385+14.5% | $4,168+20.4% | $4,299+16.8% |
| Participant deferral / active EE | $10,525 | $6,819+54.3% | $6,164+70.7% | $6,507+61.7% |
| Admin fee / account holder | $0 | $7,818-100.0% | $7,285-100.0% | $12,624-100.0% |