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 | $14,630 | $27,915-47.6% | $58,482-75.0% | $75,163-80.5% |
| Participation rate | 6.9% | 38.8%-31.9pp | 50.9%-44.0pp | 67.2%-60.3pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $270 | $669-59.7% | $1,053-74.4% | $2,670-89.9% |
| Participant deferral / active EE | $1,582 | $1,201+31.7% | $1,924-17.8% | $4,125-61.7% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |