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 | $2,952 | $27,641-89.3% | $61,373-95.2% | $68,494-95.7% |
| Participation rate | 31.9% | 39.5%-7.6pp | 52.6%-20.7pp | 67.9%-36.0pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $450 | $695-35.2% | $1,159-61.1% | $2,596-82.6% |
| Participant deferral / active EE | $639 | $1,263-49.4% | $2,125-69.9% | $4,027-84.1% |
| Admin fee / account holder | $134 | $2,010-93.4% | $2,130-93.7% | $5,403-97.5% |