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 | $87,182 | $88,594-1.6% | $70,092+24.4% | $134,475-35.2% |
| Participation rate | 14.3% | 74.9%-60.6pp | 70.5%-56.2pp | 81.2%-66.9pp |
| Annual return | -19.08% | 442.67%-461.7pp | 190.73%-209.8pp | 417.96%-437.0pp |
| Employer contribution / active EE | $582 | $3,233-82.0% | $2,559-77.2% | $4,740-87.7% |
| Participant deferral / active EE | $728 | $4,772-84.7% | $3,849-81.1% | $6,400-88.6% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |