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 | $47,355 | $142,344-66.7% | $119,609-60.4% | $134,475-64.8% |
| Participation rate | 55.6% | 82.8%-27.3pp | 79.3%-23.7pp | 81.2%-25.7pp |
| Annual return | -19.79% | -12.44%-7.4pp | -14.97%-4.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,354 | $5,222-74.1% | $4,232-68.0% | $4,740-71.4% |
| Participant deferral / active EE | $1,631 | $6,469-74.8% | $5,602-70.9% | $6,400-74.5% |
| Admin fee / account holder | $75 | $13,584-99.5% | $10,323-99.3% | $11,426-99.3% |