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 | $7,203 | $27,641-73.9% | $61,373-88.3% | $68,494-89.5% |
| Participation rate | 11.5% | 39.5%-28.0pp | 52.6%-41.0pp | 67.9%-56.3pp |
| Annual return | -9.54% | -13.24%+3.7pp | 338.61%-348.2pp | -7.84%-1.7pp |
| Employer contribution / active EE | $168 | $695-75.8% | $1,159-85.5% | $2,596-93.5% |
| Participant deferral / active EE | $881 | $1,263-30.2% | $2,125-58.5% | $4,027-78.1% |
| Admin fee / account holder | $70 | $2,010-96.5% | $2,130-96.7% | $5,403-98.7% |