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 | $6,715 | $34,308-80.4% | $74,701-91.0% | $72,985-90.8% |
| Participation rate | 16.7% | 42.4%-25.7pp | 54.5%-37.8pp | 69.5%-52.8pp |
| Annual return | 0.00% | 26.58%-26.6pp | 752.92%-752.9pp | 81.00%-81.0pp |
| Employer contribution / active EE | $237 | $692-65.7% | $1,084-78.1% | $2,440-90.3% |
| Participant deferral / active EE | $968 | $1,271-23.9% | $1,964-50.7% | $3,607-73.2% |
| Admin fee / account holder | $0 | $2,124-100.0% | $3,333-100.0% | $5,124-100.0% |