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 | $43,429 | $105,860-59.0% | $90,749-52.1% | $134,475-67.7% |
| Participation rate | 42.9% | 78.2%-35.4pp | 75.7%-32.8pp | 81.2%-38.4pp |
| Annual return | -18.18% | -11.01%-7.2pp | -12.16%-6.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $577 | $5,216-88.9% | $4,564-87.4% | $6,400-91.0% |
| Admin fee / account holder | $269 | $13,938-98.1% | $8,445-96.8% | $11,426-97.6% |