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 | $3,350 | $27,641-87.9% | $61,373-94.5% | $68,494-95.1% |
| Participation rate | 30.1% | 39.5%-9.4pp | 52.6%-22.4pp | 67.9%-37.8pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $715 | $1,263-43.4% | $2,125-66.4% | $4,027-82.3% |
| Admin fee / account holder | $20 | $2,010-99.0% | $2,130-99.0% | $5,403-99.6% |