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 | $30,621 | $69,010-55.6% | $159,960-80.9% | $68,494-55.3% |
| Participation rate | 42.3% | 65.4%-23.1pp | 78.0%-35.6pp | 67.9%-25.6pp |
| Annual return | -17.23% | -9.65%-7.6pp | 408.60%-425.8pp | -7.84%-9.4pp |
| Employer contribution / active EE | $804 | $2,213-63.7% | $4,226-81.0% | $2,596-69.0% |
| Participant deferral / active EE | $1,196 | $4,212-71.6% | $6,182-80.7% | $4,027-70.3% |
| Admin fee / account holder | $293 | $4,798-93.9% | $8,698-96.6% | $5,403-94.6% |