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 | $37,006 | $94,529-60.9% | $140,016-73.6% | $64,186-42.3% |
| Participation rate | 54.3% | 84.1%-29.8pp | 87.5%-33.2pp | 69.6%-15.3pp |
| Annual return | -5.43% | 7.77%-13.2pp | 651.12%-656.5pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,606 | $5,250-69.4% | $6,927-76.8% | $3,470-53.7% |
| Admin fee / account holder | $231 | $6,741-96.6% | $10,705-97.8% | $4,888-95.3% |