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 | $739 | $25,979-97.2% | $71,735-99.0% | $68,494-98.9% |
| Participation rate | 36.4% | 54.5%-18.1pp | 62.3%-26.0pp | 67.9%-31.5pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $111 | $900-87.6% | $1,704-93.5% | $2,596-95.7% |
| Participant deferral / active EE | $202 | $1,522-86.7% | $2,658-92.4% | $4,027-95.0% |
| Admin fee / account holder | $5 | $2,022-99.8% | $3,974-99.9% | $5,403-99.9% |