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 | $20,915 | $54,350-61.5% | $82,719-74.7% | $68,494-69.5% |
| Participation rate | 48.8% | 63.9%-15.1pp | 72.6%-23.7pp | 67.9%-19.1pp |
| Annual return | -18.81% | -13.67%-5.1pp | 701.18%-720.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $407 | $2,218-81.6% | $3,009-86.5% | $2,596-84.3% |
| Participant deferral / active EE | $860 | $3,246-73.5% | $4,395-80.4% | $4,027-78.6% |
| Admin fee / account holder | $116 | $4,395-97.4% | $5,329-97.8% | $5,403-97.8% |