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 | $45,337 | $62,586-27.6% | $76,768-40.9% | $64,186-29.4% |
| Participation rate | 60.3% | 72.8%-12.5pp | 77.0%-16.6pp | 69.6%-9.3pp |
| Annual return | -6.28% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,229 | $3,145-60.9% | $3,852-68.1% | $3,470-64.6% |
| Admin fee / account holder | $18 | $4,667-99.6% | $6,675-99.7% | $4,888-99.6% |