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 9-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 | $8,698 | $34,934-75.1% | $56,411-84.6% | $74,495-88.3% |
| Participation rate | 1.8% | 32.8%-31.0pp | 52.5%-50.6pp | 67.2%-65.4pp |
| Annual return | 14.84% | 25.94%-11.1pp | 1701.33%-1686.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $1,170-100.0% | $1,952-100.0% | $4,346-100.0% |
| Admin fee / account holder | $38 | $2,364-98.4% | $2,829-98.7% | $1,942-98.1% |