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 | $38,495 | $82,664-53.4% | $125,339-69.3% | $68,494-43.8% |
| Participation rate | 36.4% | 75.0%-38.7pp | 82.4%-46.0pp | 67.9%-31.5pp |
| Annual return | -16.97% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $701 | $3,381-79.3% | $4,814-85.4% | $2,596-73.0% |
| Participant deferral / active EE | $1,795 | $6,110-70.6% | $7,446-75.9% | $4,027-55.4% |
| Admin fee / account holder | $160 | $6,275-97.5% | $10,010-98.4% | $5,403-97.0% |