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 | $8,716 | $96,635-91.0% | $86,612-89.9% | $139,434-93.7% |
| Participation rate | 36.4% | 74.4%-38.0pp | 71.7%-35.3pp | 80.3%-44.0pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,114 | $3,263-65.9% | $3,022-63.1% | $4,751-76.5% |
| Participant deferral / active EE | $1,808 | $4,836-62.6% | $4,438-59.3% | $6,710-73.1% |
| Admin fee / account holder | $15 | $6,408-99.8% | $5,614-99.7% | $11,403-99.9% |