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 | $5,243 | $27,641-81.0% | $61,373-91.5% | $68,494-92.3% |
| Participation rate | 20.7% | 39.5%-18.8pp | 52.6%-31.9pp | 67.9%-47.2pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $359 | $695-48.3% | $1,159-69.0% | $2,596-86.2% |
| Participant deferral / active EE | $727 | $1,263-42.5% | $2,125-65.8% | $4,027-82.0% |
| Admin fee / account holder | $32 | $2,010-98.4% | $2,130-98.5% | $5,403-99.4% |