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 9-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 | $33,329 | $138,065-75.9% | $123,544-73.0% | $135,375-75.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.25% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,357 | $5,151-73.7% | $4,628-70.7% | $4,779-71.6% |
| Participant deferral / active EE | $1,357 | $6,799-80.0% | $6,426-78.9% | $5,609-75.8% |
| Admin fee / account holder | $194 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |