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 6-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 | $27,320 | $138,044-80.2% | $125,339-78.2% | $134,475-79.7% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -15.81% | 750.33%-766.1pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,040 | $5,243-80.2% | $4,814-78.4% | $4,740-78.0% |
| Participant deferral / active EE | $2,113 | $7,799-72.9% | $7,446-71.6% | $6,400-67.0% |
| Admin fee / account holder | $173 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |