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 | $19,390 | $59,805-67.6% | $79,550-75.6% | $68,494-71.7% |
| Participation rate | 16.0% | 61.1%-45.1pp | 69.5%-53.5pp | 67.9%-51.9pp |
| Annual return | -17.01% | -12.30%-4.7pp | 0.16%-17.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $436 | $3,024-85.6% | $3,985-89.0% | $4,027-89.2% |
| Admin fee / account holder | $33 | $4,835-99.3% | $6,832-99.5% | $5,403-99.4% |