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 5-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 | $46,700 | $95,862-51.3% | $79,550-41.3% | $134,475-65.3% |
| Participation rate | 16.7% | 75.0%-58.4pp | 69.5%-52.8pp | 81.2%-64.6pp |
| Annual return | 1.43% | -2.69%+4.1pp | 0.16%+1.3pp | 417.96%-416.5pp |
| Employer contribution / active EE | $627 | $3,128-80.0% | $2,413-74.0% | $4,740-86.8% |
| Participant deferral / active EE | $783 | $4,693-83.3% | $3,985-80.3% | $6,400-87.8% |
| Admin fee / account holder | $80 | $9,126-99.1% | $6,832-98.8% | $11,426-99.3% |