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 | $3,699 | $27,641-86.6% | $61,373-94.0% | $68,494-94.6% |
| Participation rate | 13.7% | 39.5%-25.8pp | 52.6%-38.9pp | 67.9%-54.2pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $182 | $695-73.8% | $1,159-84.3% | $2,596-93.0% |
| Participant deferral / active EE | $346 | $1,263-72.6% | $2,125-83.7% | $4,027-91.4% |
| Admin fee / account holder | $159 | $2,010-92.1% | $2,130-92.5% | $5,403-97.1% |