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 | $7,414 | $84,402-91.2% | $61,373-87.9% | $134,475-94.5% |
| Participation rate | 15.0% | 62.2%-47.2pp | 52.6%-37.6pp | 81.2%-66.2pp |
| Annual return | -20.63% | 584.55%-605.2pp | 338.61%-359.2pp | 417.96%-438.6pp |
| Employer contribution / active EE | $157 | $1,544-89.9% | $1,159-86.5% | $4,740-96.7% |
| Participant deferral / active EE | $171 | $2,819-93.9% | $2,125-92.0% | $6,400-97.3% |
| Admin fee / account holder | $164 | $2,585-93.7% | $2,130-92.3% | $11,426-98.6% |