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 | $28,733 | $142,344-79.8% | $119,609-76.0% | $134,475-78.6% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -19.74% | -12.44%-7.3pp | -14.97%-4.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,577 | $5,222-69.8% | $4,232-62.7% | $4,740-66.7% |
| Participant deferral / active EE | $1,929 | $6,469-70.2% | $5,602-65.6% | $6,400-69.9% |
| Admin fee / account holder | $127 | $13,584-99.1% | $10,323-98.8% | $11,426-98.9% |