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 6-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 | $4,892 | $27,641-82.3% | $61,373-92.0% | $68,494-92.9% |
| Participation rate | 9.1% | 39.5%-30.4pp | 52.6%-43.5pp | 67.9%-58.8pp |
| Annual return | -20.29% | -13.24%-7.1pp | 338.61%-358.9pp | -7.84%-12.4pp |
| Employer contribution / active EE | $256 | $695-63.2% | $1,159-77.9% | $2,596-90.1% |
| Participant deferral / active EE | $441 | $1,263-65.1% | $2,125-79.3% | $4,027-89.1% |
| Admin fee / account holder | $111 | $2,010-94.5% | $2,130-94.8% | $5,403-97.9% |