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 | $13,040 | $26,549-50.9% | $61,373-78.8% | $66,914-80.5% |
| Participation rate | 32.0% | 38.1%-6.0pp | 52.6%-20.5pp | 69.8%-37.8pp |
| Annual return | 0.00% | -16.21%+16.2pp | 338.61%-338.6pp | 1.58%-1.6pp |
| Employer contribution / active EE | $602 | $651-7.6% | $1,159-48.1% | $2,544-76.3% |
| Participant deferral / active EE | $1,058 | $1,338-20.9% | $2,125-50.2% | $4,237-75.0% |
| Admin fee / account holder | $80 | $409-80.3% | $2,130-96.2% | $593-86.4% |