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 | $9,441 | $88,594-89.3% | $70,092-86.5% | $134,475-93.0% |
| Participation rate | 36.4% | 74.9%-38.6pp | 70.5%-34.1pp | 81.2%-44.9pp |
| Annual return | -17.02% | 442.67%-459.7pp | 190.73%-207.7pp | 417.96%-435.0pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $640 | $4,772-86.6% | $3,849-83.4% | $6,400-90.0% |
| Admin fee / account holder | $33 | $10,441-99.7% | $6,267-99.5% | $11,426-99.7% |