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 | $17,112 | $45,863-62.7% | $77,024-77.8% | $68,494-75.0% |
| Participation rate | 35.1% | 55.9%-20.8pp | 67.9%-32.8pp | 67.9%-32.8pp |
| Annual return | -12.69% | 1.72%-14.4pp | 42.32%-55.0pp | -7.84%-4.8pp |
| Employer contribution / active EE | $457 | $1,650-72.3% | $2,812-83.7% | $2,596-82.4% |
| Participant deferral / active EE | $552 | $2,962-81.4% | $4,426-87.5% | $4,027-86.3% |
| Admin fee / account holder | $117 | $3,041-96.1% | $5,425-97.8% | $5,403-97.8% |