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 | $6,215 | $27,915-77.7% | $58,482-89.4% | $75,163-91.7% |
| Participation rate | 19.5% | 38.8%-19.3pp | 50.9%-31.3pp | 67.2%-47.7pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $380 | $669-43.2% | $1,053-63.9% | $2,670-85.8% |
| Participant deferral / active EE | $575 | $1,201-52.1% | $1,924-70.1% | $4,125-86.1% |
| Admin fee / account holder | $55 | $1,726-96.8% | $2,516-97.8% | $5,651-99.0% |