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 | $91,192 | $73,004+24.9% | $90,749+0.5% | $68,494+33.1% |
| Participation rate | 36.0% | 70.8%-34.8pp | 75.7%-39.7pp | 67.9%-31.9pp |
| Annual return | -16.57% | -13.81%-2.8pp | -12.16%-4.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $343 | $3,627-90.5% | $4,564-92.5% | $4,027-91.5% |
| Admin fee / account holder | $214 | $5,896-96.4% | $8,445-97.5% | $5,403-96.0% |