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 8-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 | $17,380 | $92,703-81.3% | $82,719-79.0% | $134,475-87.1% |
| Participation rate | 44.4% | 75.2%-30.7pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -17.68% | 944.92%-962.6pp | 701.18%-718.9pp | 417.96%-435.6pp |
| Employer contribution / active EE | $771 | $3,274-76.5% | $3,009-74.4% | $4,740-83.7% |
| Participant deferral / active EE | $771 | $4,802-83.9% | $4,395-82.5% | $6,400-88.0% |
| Admin fee / account holder | $148 | $5,983-97.5% | $5,329-97.2% | $11,426-98.7% |