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 6-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 | $11,679 | $48,265-75.8% | $68,791-83.0% | $68,494-82.9% |
| Participation rate | 28.9% | 60.7%-31.8pp | 69.0%-40.1pp | 67.9%-39.0pp |
| Annual return | 33.56% | -12.71%+46.3pp | -6.38%+39.9pp | -7.84%+41.4pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $781 | $2,867-72.8% | $3,941-80.2% | $4,027-80.6% |
| Admin fee / account holder | $27 | $4,355-99.4% | $4,932-99.4% | $5,403-99.5% |