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 4-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 | $3,342 | $30,400-89.0% | $53,898-93.8% | $84,808-96.1% |
| Participation rate | 15.2% | 46.4%-31.3pp | 55.0%-39.8pp | 68.3%-53.2pp |
| Annual return | 20.94% | 500.19%-479.2pp | 528.60%-507.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $1,199-100.0% | $1,826-100.0% | $4,212-100.0% |
| Admin fee / account holder | $13 | $1,993-99.3% | $2,491-99.5% | $7,344-99.8% |