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 | $91,538-100.0% | $129,995-100.0% | $75,163-100.0% |
| Participation rate | 0.0% | 71.4%-71.4pp | 78.5%-78.5pp | 67.2%-67.2pp |
| Annual return | 52.39% | -631.11%+683.5pp | -137.18%+189.6pp | 160.62%-108.2pp |
| Employer contribution / active EE | $19,365 | $2,845+580.6% | $4,320+348.3% | $2,670+625.3% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $6,790-100.0% | $10,614-100.0% | $5,651-100.0% |