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 9-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 | $46,173-100.0% | $170,442-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 83.6%-83.6pp | 70.7%-70.7pp |
| Annual return | 0.00% | 21.62%-21.6pp | 205.93%-205.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |