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 | $21,887 | $50,958-57.0% | $74,550-70.6% | $64,186-65.9% |
| Participation rate | 52.0% | 61.1%-9.1pp | 69.1%-17.1pp | 69.6%-17.6pp |
| Annual return | -6.48% | -1.86%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $332 | $1,115-70.3% | $1,961-83.1% | $2,381-86.1% |
| Participant deferral / active EE | $695 | $2,301-69.8% | $3,108-77.6% | $3,470-80.0% |
| Admin fee / account holder | $15 | $4,223-99.6% | $5,060-99.7% | $4,888-99.7% |