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 6-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 | $2,858 | $27,641-89.7% | $61,373-95.3% | $68,494-95.8% |
| Participation rate | 50.7% | 39.5%+11.3pp | 52.6%-1.8pp | 67.9%-17.1pp |
| Annual return | -20.21% | -13.24%-7.0pp | 338.61%-358.8pp | -7.84%-12.4pp |
| Employer contribution / active EE | $288 | $695-58.5% | $1,159-75.1% | $2,596-88.9% |
| Participant deferral / active EE | $707 | $1,263-44.1% | $2,125-66.8% | $4,027-82.5% |
| Admin fee / account holder | $2 | $2,010-99.9% | $2,130-99.9% | $5,403-100.0% |