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 | $22,721 | $78,694-71.1% | $67,652-66.4% | $125,391-81.9% |
| Participation rate | 42.9% | 78.8%-35.9pp | 75.7%-32.8pp | 83.2%-40.3pp |
| Annual return | -1.08% | 9.46%-10.5pp | 6625.04%-6626.1pp | 282.22%-283.3pp |
| Employer contribution / active EE | $748 | $3,044-75.4% | $2,266-67.0% | $4,866-84.6% |
| Participant deferral / active EE | $1,026 | $4,292-76.1% | $3,560-71.2% | $5,352-80.8% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |