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 | $12,775 | $92,703-86.2% | $82,719-84.6% | $134,475-90.5% |
| Participation rate | 45.8% | 75.2%-29.4pp | 72.6%-26.7pp | 81.2%-35.4pp |
| Annual return | -0.35% | 944.92%-945.3pp | 701.18%-701.5pp | 417.96%-418.3pp |
| Employer contribution / active EE | $1,908 | $3,274-41.7% | $3,009-36.6% | $4,740-59.7% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,400-100.0% |
| Admin fee / account holder | $170 | $5,983-97.2% | $5,329-96.8% | $11,426-98.5% |