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 7-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 | $61,052-100.0% | $142,863-100.0% | $79,386-100.0% |
| Participation rate | 0.0% | 60.1%-60.1pp | 71.9%-71.9pp | 70.7%-70.7pp |
| Annual return | 0.00% | 16.02%-16.0pp | 5637.54%-5637.5pp | 116.85%-116.9pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,144-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $0 | $2,879-100.0% | $3,837-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $659-100.0% | $6,560-100.0% | $626-100.0% |