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 7-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 | $14,042 | $54,350-74.2% | $82,719-83.0% | $68,494-79.5% |
| Participation rate | 51.2% | 63.9%-12.8pp | 72.6%-21.4pp | 67.9%-16.7pp |
| Annual return | -18.30% | -13.67%-4.6pp | 701.18%-719.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $427 | $2,218-80.7% | $3,009-85.8% | $2,596-83.5% |
| Participant deferral / active EE | $858 | $3,246-73.6% | $4,395-80.5% | $4,027-78.7% |
| Admin fee / account holder | $290 | $4,395-93.4% | $5,329-94.6% | $5,403-94.6% |