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 8-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 | $44,906 | $100,754-55.4% | $86,677-48.2% | $134,475-66.6% |
| Participation rate | 28.6% | 78.9%-50.4pp | 76.6%-48.0pp | 81.2%-52.7pp |
| Annual return | -14.38% | 29.04%-43.4pp | 35.91%-50.3pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,163 | $3,489-66.7% | $2,836-59.0% | $4,740-75.5% |
| Participant deferral / active EE | $1,562 | $5,338-70.7% | $4,656-66.5% | $6,400-75.6% |
| Admin fee / account holder | $55 | $10,926-99.5% | $7,493-99.3% | $11,426-99.5% |