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 | $35,450 | $95,193-62.8% | $76,523-53.7% | $135,375-73.8% |
| Participation rate | 42.9% | 74.4%-31.5pp | 68.0%-25.1pp | 82.6%-39.8pp |
| Annual return | -2.37% | 4.85%-7.2pp | -0.27%-2.1pp | 519.73%-522.1pp |
| Employer contribution / active EE | $407 | $3,302-87.7% | $2,647-84.6% | $4,779-91.5% |
| Participant deferral / active EE | $461 | $4,639-90.1% | $3,835-88.0% | $5,609-91.8% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |