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 | $38,243 | $127,386-70.0% | $115,037-66.8% | $125,391-69.5% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -3.13% | 31.28%-34.4pp | 26.14%-29.3pp | 282.22%-285.4pp |
| Employer contribution / active EE | $1,200 | $5,166-76.8% | $4,608-74.0% | $4,866-75.3% |
| Participant deferral / active EE | $1,440 | $6,423-77.6% | $6,026-76.1% | $5,352-73.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |