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 | $7,294 | $27,915-73.9% | $58,482-87.5% | $75,163-90.3% |
| Participation rate | 27.8% | 38.8%-11.1pp | 50.9%-23.1pp | 67.2%-39.4pp |
| Annual return | 34.85% | 44.20%-9.4pp | 4239.32%-4204.5pp | 160.62%-125.8pp |
| Employer contribution / active EE | $308 | $669-54.0% | $1,053-70.8% | $2,670-88.5% |
| Participant deferral / active EE | $1,141 | $1,201-5.0% | $1,924-40.7% | $4,125-72.3% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |