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 | $15,058 | $87,540-82.8% | $75,781-80.1% | $125,391-88.0% |
| Participation rate | 30.8% | 80.2%-49.4pp | 75.8%-45.0pp | 83.2%-52.4pp |
| Annual return | 0.16% | 13.48%-13.3pp | 9.68%-9.5pp | 282.22%-282.1pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $449 | $4,229-89.4% | $3,651-87.7% | $5,352-91.6% |
| Admin fee / account holder | $104 | $6,502-98.4% | $5,299-98.0% | $9,540-98.9% |