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 | $9,655 | $27,641-65.1% | $61,373-84.3% | $68,494-85.9% |
| Participation rate | 19.2% | 39.5%-20.3pp | 52.6%-33.3pp | 67.9%-48.7pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $189 | $695-72.8% | $1,159-83.7% | $2,596-92.7% |
| Participant deferral / active EE | $1,741 | $1,263+37.8% | $2,125-18.1% | $4,027-56.8% |
| Admin fee / account holder | $13 | $2,010-99.4% | $2,130-99.4% | $5,403-99.8% |