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 | $96,357 | $138,065-30.2% | $123,544-22.0% | $135,375-28.8% |
| Participation rate | 21.1% | 84.7%-63.7pp | 82.3%-61.2pp | 82.6%-61.6pp |
| Annual return | -5.86% | 153.68%-159.5pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,288 | $5,151-75.0% | $4,628-72.2% | $4,779-73.0% |
| Participant deferral / active EE | $1,947 | $6,799-71.4% | $6,426-69.7% | $5,609-65.3% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |