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 3-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 | $8,266 | $27,915-70.4% | $58,482-85.9% | $75,163-89.0% |
| Participation rate | 24.0% | 38.8%-14.8pp | 50.9%-26.9pp | 67.2%-43.2pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $306 | $669-54.2% | $1,053-70.9% | $2,670-88.5% |
| Participant deferral / active EE | $1,560 | $1,201+29.8% | $1,924-18.9% | $4,125-62.2% |
| Admin fee / account holder | $26 | $1,726-98.5% | $2,516-99.0% | $5,651-99.5% |