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 | $28,968 | $95,971-69.8% | $74,550-61.1% | $135,375-78.6% |
| Participation rate | 42.1% | 75.7%-33.5pp | 69.1%-27.0pp | 82.6%-40.5pp |
| Annual return | -7.17% | 56.96%-64.1pp | 32.53%-39.7pp | 519.73%-526.9pp |
| Employer contribution / active EE | $468 | $2,716-82.8% | $1,961-76.1% | $4,779-90.2% |
| Participant deferral / active EE | $494 | $3,843-87.1% | $3,108-84.1% | $5,609-91.2% |
| Admin fee / account holder | -$5 | $6,522-100.1% | $5,060-100.1% | $10,827-100.0% |