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 | $7,540 | $27,641-72.7% | $61,373-87.7% | $68,494-89.0% |
| Participation rate | 65.7% | 39.5%+26.2pp | 52.6%+13.1pp | 67.9%-2.2pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,795 | $695+445.7% | $1,159+227.3% | $2,596+46.2% |
| Participant deferral / active EE | $2,165 | $1,263+71.4% | $2,125+1.9% | $4,027-46.2% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |