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 | $38,639 | $61,660-37.3% | $80,019-51.7% | $64,186-39.8% |
| Participation rate | 52.3% | 71.7%-19.4pp | 75.8%-23.6pp | 69.6%-17.3pp |
| Annual return | -4.89% | -0.33%-4.6pp | 11.22%-16.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $390 | $1,810-78.5% | $2,468-84.2% | $2,381-83.6% |
| Participant deferral / active EE | $1,160 | $2,968-60.9% | $3,686-68.5% | $3,470-66.6% |
| Admin fee / account holder | $62 | $5,417-98.9% | $6,521-99.0% | $4,888-98.7% |