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 9-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 | $90,174 | $59,107+52.6% | $86,436+4.3% | $68,494+31.7% |
| Participation rate | 10.7% | 75.2%-64.5pp | 80.3%-69.6pp | 67.9%-57.2pp |
| Annual return | -13.88% | -0.23%-13.6pp | 4394.89%-4408.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $318 | $5,901-94.6% | $6,952-95.4% | $4,027-92.1% |
| Admin fee / account holder | $71 | $5,637-98.7% | $6,731-99.0% | $5,403-98.7% |