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 | $15,890 | $75,935-79.1% | $60,547-73.8% | $125,391-87.3% |
| Participation rate | 36.4% | 76.5%-40.2pp | 68.0%-31.6pp | 83.2%-46.8pp |
| Annual return | 1.10% | -5.38%+6.5pp | 335.64%-334.5pp | 282.22%-281.1pp |
| Employer contribution / active EE | $524 | $3,438-84.8% | $2,419-78.3% | $4,866-89.2% |
| Participant deferral / active EE | $886 | $4,506-80.3% | $3,328-73.4% | $5,352-83.5% |
| Admin fee / account holder | $291 | $6,768-95.7% | $4,536-93.6% | $9,540-97.0% |