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 8-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 | $13,063 | $88,594-85.3% | $70,092-81.4% | $134,475-90.3% |
| Participation rate | 23.1% | 74.9%-51.9pp | 70.5%-47.4pp | 81.2%-58.1pp |
| Annual return | -19.75% | 442.67%-462.4pp | 190.73%-210.5pp | 417.96%-437.7pp |
| Employer contribution / active EE | $476 | $3,233-85.3% | $2,559-81.4% | $4,740-89.9% |
| Participant deferral / active EE | $476 | $4,772-90.0% | $3,849-87.6% | $6,400-92.6% |
| Admin fee / account holder | $216 | $10,441-97.9% | $6,267-96.6% | $11,426-98.1% |