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 | $26,262 | $73,004-64.0% | $90,749-71.1% | $68,494-61.7% |
| Participation rate | 38.7% | 70.8%-32.1pp | 75.7%-37.0pp | 67.9%-29.2pp |
| Annual return | -18.64% | -13.81%-4.8pp | -12.16%-6.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,094 | $2,193-50.1% | $2,921-62.5% | $2,596-57.9% |
| Participant deferral / active EE | $1,476 | $3,627-59.3% | $4,564-67.7% | $4,027-63.4% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,445-100.0% | $5,403-100.0% |