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 | $6,550 | $96,305-93.2% | $80,569-91.9% | $139,434-95.3% |
| Participation rate | 42.9% | 73.6%-30.8pp | 67.0%-24.1pp | 80.3%-37.5pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,233 | $3,262-62.2% | $2,723-54.7% | $4,751-74.1% |
| Participant deferral / active EE | $1,676 | $5,232-68.0% | $4,447-62.3% | $6,710-75.0% |
| Admin fee / account holder | $109 | $6,599-98.3% | $5,377-98.0% | $11,403-99.0% |