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 | $57,412 | $133,958-57.1% | $112,228-48.8% | $134,475-57.3% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -19.00% | 47.11%-66.1pp | 27.45%-46.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,577 | $4,038-11.4% | $3,635-1.6% | $4,740-24.5% |
| Participant deferral / active EE | $854 | $5,291-83.9% | $4,728-81.9% | $6,400-86.7% |
| Admin fee / account holder | $294 | $7,489-96.1% | $6,410-95.4% | $11,426-97.4% |