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 | $28,220 | $169,879-83.4% | $106,387-73.5% | - |
| Participation rate | 22.2% | 66.9%-44.7pp | 77.5%-55.2pp | - |
| Annual return | -6.66% | -4.47%-2.2pp | 0.25%-6.9pp | - |
| Employer contribution / active EE | $0 | $1,849-100.0% | $3,520-100.0% | - |
| Participant deferral / active EE | $537 | $3,082-82.6% | $5,421-90.1% | - |
| Admin fee / account holder | $43 | $30,762-99.9% | $7,510-99.4% | - |