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 | $13,499 | $45,863-70.6% | $77,024-82.5% | $68,494-80.3% |
| Participation rate | 7.7% | 55.9%-48.2pp | 67.9%-60.2pp | 67.9%-60.2pp |
| Annual return | -18.57% | 1.72%-20.3pp | 42.32%-60.9pp | -7.84%-10.7pp |
| Employer contribution / active EE | $343 | $1,650-79.2% | $2,812-87.8% | $2,596-86.8% |
| Participant deferral / active EE | $422 | $2,962-85.7% | $4,426-90.5% | $4,027-89.5% |
| Admin fee / account holder | $20 | $3,041-99.3% | $5,425-99.6% | $5,403-99.6% |