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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,571 | $42,894-66.0% | $60,874-76.1% | $68,494-78.7% |
| Participation rate | 40.0% | 66.8%-26.8pp | 73.1%-33.1pp | 67.9%-27.9pp |
| Annual return | -16.30% | -13.98%-2.3pp | 16.90%-33.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,115 | $1,978-43.6% | $2,701-58.7% | $2,596-57.0% |
| Participant deferral / active EE | $835 | $2,867-70.9% | $3,817-78.1% | $4,027-79.3% |
| Admin fee / account holder | $19 | $3,101-99.4% | $3,224-99.4% | $5,403-99.6% |