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 | $3,152 | $81,625-96.1% | $58,482-94.6% | $139,434-97.7% |
| Participation rate | 22.2% | 61.3%-39.1pp | 50.9%-28.6pp | 80.3%-58.1pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $324 | $1,398-76.9% | $1,053-69.3% | $4,751-93.2% |
| Participant deferral / active EE | $324 | $2,557-87.3% | $1,924-83.2% | $6,710-95.2% |
| Admin fee / account holder | $14 | $3,265-99.6% | $2,516-99.5% | $11,403-99.9% |