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 | $35,684 | $90,600-60.6% | $79,464-55.1% | $135,375-73.6% |
| Participation rate | 10.0% | 76.0%-66.0pp | 73.3%-63.3pp | 82.6%-72.6pp |
| Annual return | -8.78% | 977.43%-986.2pp | 718.14%-726.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $252 | $3,068-91.8% | $2,800-91.0% | $4,779-94.7% |
| Participant deferral / active EE | $315 | $4,050-92.2% | $3,704-91.5% | $5,609-94.4% |
| Admin fee / account holder | $238 | $5,907-96.0% | $5,113-95.3% | $10,827-97.8% |