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 | $36,241 | $49,280-26.5% | $67,313-46.2% | $64,186-43.5% |
| Participation rate | 34.9% | 60.8%-25.9pp | 69.1%-34.2pp | 69.6%-34.7pp |
| Annual return | -3.70% | -1.39%-2.3pp | -4.08%+0.4pp | 7.63%-11.3pp |
| Employer contribution / active EE | $387 | $1,668-76.8% | $2,566-84.9% | $2,381-83.8% |
| Participant deferral / active EE | $680 | $2,484-72.6% | $3,568-80.9% | $3,470-80.4% |
| Admin fee / account holder | $296 | $3,863-92.3% | $4,507-93.4% | $4,888-94.0% |