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 | $3,908 | $27,915-86.0% | $58,482-93.3% | $75,163-94.8% |
| Participation rate | 29.8% | 38.8%-9.0pp | 50.9%-21.1pp | 67.2%-37.4pp |
| Annual return | 70.50% | 44.20%+26.3pp | 4239.32%-4168.8pp | 160.62%-90.1pp |
| Employer contribution / active EE | $223 | $669-66.7% | $1,053-78.8% | $2,670-91.6% |
| Participant deferral / active EE | $730 | $1,201-39.2% | $1,924-62.1% | $4,125-82.3% |
| Admin fee / account holder | $9 | $1,726-99.5% | $2,516-99.7% | $5,651-99.8% |