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 | $20,584 | $57,354-64.1% | $83,848-75.5% | $64,186-67.9% |
| Participation rate | 33.3% | 68.6%-35.3pp | 76.1%-42.8pp | 69.6%-36.2pp |
| Annual return | -4.57% | 11.38%-16.0pp | 850.88%-855.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $630 | $2,545-75.2% | $3,631-82.6% | $2,381-73.5% |
| Participant deferral / active EE | $1,165 | $2,993-61.1% | $4,082-71.5% | $3,470-66.4% |
| Admin fee / account holder | $16 | $4,046-99.6% | $5,478-99.7% | $4,888-99.7% |