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 10-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 | $11,475 | $53,162-78.4% | $91,220-87.4% | $68,494-83.2% |
| Participation rate | 10.6% | 63.2%-52.6pp | 73.2%-62.6pp | 67.9%-57.2pp |
| Annual return | -17.58% | -3.14%-14.4pp | 114.01%-131.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $190 | $2,974-93.6% | $4,234-95.5% | $4,027-95.3% |
| Admin fee / account holder | $0 | $4,493-100.0% | $5,420-100.0% | $5,403-100.0% |