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 9-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 | $23,488 | $129,942-81.9% | $104,294-77.5% | $134,475-82.5% |
| Participation rate | 20.0% | 79.5%-59.5pp | 73.3%-53.3pp | 81.2%-61.2pp |
| Annual return | -19.11% | 42.03%-61.1pp | 24.61%-43.7pp | 417.96%-437.1pp |
| Employer contribution / active EE | $812 | $4,184-80.6% | $3,372-75.9% | $4,740-82.9% |
| Participant deferral / active EE | $1,166 | $5,588-79.1% | $4,625-74.8% | $6,400-81.8% |
| Admin fee / account holder | $161 | $9,323-98.3% | $7,339-97.8% | $11,426-98.6% |