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 | $38,945 | $97,044-59.9% | $83,333-53.3% | $135,375-71.2% |
| Participation rate | 36.4% | 80.4%-44.0pp | 77.8%-41.4pp | 82.6%-46.3pp |
| Annual return | -4.16% | 12.31%-16.5pp | 10.63%-14.8pp | 519.73%-523.9pp |
| Employer contribution / active EE | $441 | $4,143-89.3% | $3,379-86.9% | $4,779-90.8% |
| Participant deferral / active EE | $483 | $5,964-91.9% | $5,565-91.3% | $5,609-91.4% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |