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 | $66,185 | $82,664-19.9% | $125,339-47.2% | $68,494-3.4% |
| Participation rate | 60.5% | 75.0%-14.6pp | 82.4%-21.9pp | 67.9%-7.4pp |
| Annual return | -17.02% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,451 | $6,110-59.9% | $7,446-67.1% | $4,027-39.1% |
| Admin fee / account holder | $94 | $6,275-98.5% | $10,010-99.1% | $5,403-98.3% |