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 | $1,930 | $25,979-92.6% | $71,735-97.3% | $68,494-97.2% |
| Participation rate | 55.6% | 54.5%+1.1pp | 62.3%-6.8pp | 67.9%-12.3pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $104 | $900-88.5% | $1,704-93.9% | $2,596-96.0% |
| Participant deferral / active EE | $1,144 | $1,522-24.9% | $2,658-57.0% | $4,027-71.6% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,974-100.0% | $5,403-100.0% |