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 9-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 | $3,962 | $27,641-85.7% | $61,373-93.5% | $68,494-94.2% |
| Participation rate | 35.6% | 39.5%-3.9pp | 52.6%-17.0pp | 67.9%-32.3pp |
| Annual return | -17.43% | -13.24%-4.2pp | 338.61%-356.0pp | -7.84%-9.6pp |
| Employer contribution / active EE | $226 | $695-67.5% | $1,159-80.5% | $2,596-91.3% |
| Participant deferral / active EE | $574 | $1,263-54.6% | $2,125-73.0% | $4,027-85.8% |
| Admin fee / account holder | $177 | $2,010-91.2% | $2,130-91.7% | $5,403-96.7% |