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 | $11,871 | $27,641-57.1% | $61,373-80.7% | $68,494-82.7% |
| Participation rate | 23.5% | 39.5%-16.0pp | 52.6%-29.0pp | 67.9%-44.4pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,023 | $695+47.1% | $1,159-11.8% | $2,596-60.6% |
| Participant deferral / active EE | $1,768 | $1,263+39.9% | $2,125-16.8% | $4,027-56.1% |
| Admin fee / account holder | $39 | $2,010-98.1% | $2,130-98.2% | $5,403-99.3% |