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 | $14,957 | $133,958-88.8% | $112,228-86.7% | $134,475-88.9% |
| Participation rate | 35.3% | 78.6%-43.3pp | 75.1%-39.8pp | 81.2%-45.9pp |
| Annual return | -16.68% | 47.11%-63.8pp | 27.45%-44.1pp | 417.96%-434.6pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $936 | $5,291-82.3% | $4,728-80.2% | $6,400-85.4% |
| Admin fee / account holder | $21 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |