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 | $21,442 | $50,958-57.9% | $74,550-71.2% | $64,186-66.6% |
| Participation rate | 51.4% | 61.1%-9.7pp | 69.1%-17.8pp | 69.6%-18.2pp |
| Annual return | -7.96% | -1.86%-6.1pp | 32.53%-40.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $573 | $1,115-48.6% | $1,961-70.8% | $2,381-75.9% |
| Participant deferral / active EE | $846 | $2,301-63.3% | $3,108-72.8% | $3,470-75.6% |
| Admin fee / account holder | $234 | $4,223-94.5% | $5,060-95.4% | $4,888-95.2% |