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 | $7,763 | $84,402-90.8% | $61,373-87.4% | $134,475-94.2% |
| Participation rate | 21.7% | 62.2%-40.5pp | 52.6%-30.8pp | 81.2%-59.5pp |
| Annual return | -18.33% | 584.55%-602.9pp | 338.61%-356.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $130 | $1,544-91.6% | $1,159-88.8% | $4,740-97.3% |
| Participant deferral / active EE | $157 | $2,819-94.4% | $2,125-92.6% | $6,400-97.5% |
| Admin fee / account holder | $5 | $2,585-99.8% | $2,130-99.8% | $11,426-100.0% |