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 9-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 | $59,865 | $82,664-27.6% | $125,339-52.2% | $68,494-12.6% |
| Participation rate | 10.3% | 75.0%-64.8pp | 82.4%-72.1pp | 67.9%-57.6pp |
| Annual return | -19.34% | -5.97%-13.4pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,242 | $6,110-79.7% | $7,446-83.3% | $4,027-69.2% |
| Admin fee / account holder | $20 | $6,275-99.7% | $10,010-99.8% | $5,403-99.6% |