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 | $5,509 | $27,915-80.3% | $58,482-90.6% | $75,163-92.7% |
| Participation rate | 27.0% | 38.8%-11.8pp | 50.9%-23.8pp | 67.2%-40.2pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $341 | $669-49.1% | $1,053-67.7% | $2,670-87.2% |
| Participant deferral / active EE | $1,109 | $1,201-7.7% | $1,924-42.4% | $4,125-73.1% |
| Admin fee / account holder | $144 | $1,726-91.7% | $2,516-94.3% | $5,651-97.5% |