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 | $61,596 | $92,222-33.2% | $76,768-19.8% | $135,375-54.5% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | -5.42% | 5.46%-10.9pp | 2.43%-7.9pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,190 | $3,216-63.0% | $2,485-52.1% | $4,779-75.1% |
| Participant deferral / active EE | $1,323 | $4,509-70.7% | $3,852-65.7% | $5,609-76.4% |
| Admin fee / account holder | $2 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |