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 | $55,630 | $84,527-34.2% | $67,711-17.8% | $125,391-55.6% |
| Participation rate | 20.0% | 74.8%-54.8pp | 67.5%-47.5pp | 83.2%-63.2pp |
| Annual return | -1.29% | 2.57%-3.9pp | 25.41%-26.7pp | 282.22%-283.5pp |
| Employer contribution / active EE | $464 | $3,292-85.9% | $2,559-81.9% | $4,866-90.5% |
| Participant deferral / active EE | $580 | $4,429-86.9% | $3,585-83.8% | $5,352-89.2% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |