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 | $2,370 | $81,625-97.1% | $58,482-95.9% | $139,434-98.3% |
| Participation rate | 61.1% | 61.3%-0.2pp | 50.9%+10.3pp | 80.3%-19.2pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $179 | $1,398-87.2% | $1,053-83.0% | $4,751-96.2% |
| Participant deferral / active EE | $1,290 | $2,557-49.5% | $1,924-32.9% | $6,710-80.8% |
| Admin fee / account holder | $6 | $3,265-99.8% | $2,516-99.8% | $11,403-99.9% |