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 | $3,009 | $31,310-90.4% | $53,898-94.4% | $74,304-96.0% |
| Participation rate | 47.9% | 30.7%+17.3pp | 55.0%-7.0pp | 60.3%-12.4pp |
| Annual return | 22.95% | 23.16%-0.2pp | 528.60%-505.7pp | 29.43%-6.5pp |
| Employer contribution / active EE | $65 | $450-85.5% | $932-93.0% | $2,241-97.1% |
| Participant deferral / active EE | $102 | $934-89.1% | $1,826-94.4% | $3,767-97.3% |
| Admin fee / account holder | $162 | $2,175-92.6% | $2,491-93.5% | $2,969-94.5% |