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 | $16,744 | $54,350-69.2% | $82,719-79.8% | $68,494-75.6% |
| Participation rate | 20.9% | 63.9%-43.0pp | 72.6%-51.6pp | 67.9%-47.0pp |
| Annual return | -17.78% | -13.67%-4.1pp | 701.18%-719.0pp | -7.84%-9.9pp |
| Employer contribution / active EE | $314 | $2,218-85.8% | $3,009-89.6% | $2,596-87.9% |
| Participant deferral / active EE | $690 | $3,246-78.8% | $4,395-84.3% | $4,027-82.9% |
| Admin fee / account holder | $52 | $4,395-98.8% | $5,329-99.0% | $5,403-99.0% |