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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $468,795-100.0% | $468,815-100.0% | $468,795-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 85.7%-85.7pp | 85.5%-85.5pp |
| Annual return | 13.31% | 39.95%-26.6pp | 6.47%+6.8pp | 39.95%-26.6pp |
| Employer contribution / active EE | $23,048 | $28,085-17.9% | $45,376-49.2% | $28,085-17.9% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $6,698-100.0% | $10,110-100.0% |
| Admin fee / account holder | $0 | $8,110-100.0% | $10,236-100.0% | $8,110-100.0% |