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 | $12,816 | $102,604-87.5% | $86,188-85.1% | $139,434-90.8% |
| Participation rate | 37.5% | 74.5%-37.0pp | 69.0%-31.5pp | 80.3%-42.8pp |
| Annual return | 0.00% | 1922.51%-1922.5pp | 1168.45%-1168.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $909 | $3,032-70.0% | $2,380-61.8% | $4,751-80.9% |
| Participant deferral / active EE | $3,784 | $4,676-19.1% | $3,985-5.0% | $6,710-43.6% |
| Admin fee / account holder | $7 | $8,657-99.9% | $6,852-99.9% | $11,403-99.9% |