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 | $16,108 | $27,641-41.7% | $61,373-73.8% | $68,494-76.5% |
| Participation rate | 24.0% | 39.5%-15.5pp | 52.6%-28.6pp | 67.9%-43.9pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,940 | $1,263+211.9% | $2,125+85.4% | $4,027-2.2% |
| Admin fee / account holder | $17 | $2,010-99.1% | $2,130-99.2% | $5,403-99.7% |