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 | $17,418 | $43,723-60.2% | $121,196-85.6% | $64,186-72.9% |
| Participation rate | 12.5% | 58.3%-45.8pp | 71.7%-59.2pp | 69.6%-57.1pp |
| Annual return | -5.37% | 68.91%-74.3pp | 16.93%-22.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $353 | $2,280-84.5% | $3,344-89.4% | $3,470-89.8% |
| Admin fee / account holder | $0 | $3,501-100.0% | $5,019-100.0% | $4,888-100.0% |