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 | $8,112 | $27,641-70.7% | $61,373-86.8% | $68,494-88.2% |
| Participation rate | 16.7% | 39.5%-22.8pp | 52.6%-35.9pp | 67.9%-51.2pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $187 | $695-73.1% | $1,159-83.8% | $2,596-92.8% |
| Participant deferral / active EE | $1,486 | $1,263+17.6% | $2,125-30.1% | $4,027-63.1% |
| Admin fee / account holder | $18 | $2,010-99.1% | $2,130-99.2% | $5,403-99.7% |