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 | $31,533 | $95,971-67.1% | $74,550-57.7% | $135,375-76.7% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -5.57% | 56.96%-62.5pp | 32.53%-38.1pp | 519.73%-525.3pp |
| Employer contribution / active EE | $381 | $2,716-86.0% | $1,961-80.6% | $4,779-92.0% |
| Participant deferral / active EE | $451 | $3,843-88.3% | $3,108-85.5% | $5,609-92.0% |
| Admin fee / account holder | $150 | $6,522-97.7% | $5,060-97.0% | $10,827-98.6% |