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 | $2,413 | $27,915-91.4% | $58,482-95.9% | $75,163-96.8% |
| Participation rate | 15.4% | 38.8%-23.4pp | 50.9%-35.5pp | 67.2%-51.8pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $82 | $669-87.7% | $1,053-92.2% | $2,670-96.9% |
| Participant deferral / active EE | $257 | $1,201-78.6% | $1,924-86.6% | $4,125-93.8% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |