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 | $31,539 | $53,596-41.2% | $90,645-65.2% | $64,186-50.9% |
| Participation rate | 42.1% | 64.5%-22.4pp | 74.0%-31.9pp | 69.6%-27.5pp |
| Annual return | -5.93% | 4.41%-10.3pp | 1.88%-7.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $263 | $1,503-82.5% | $2,532-89.6% | $2,381-89.0% |
| Participant deferral / active EE | $898 | $2,459-63.5% | $3,425-73.8% | $3,470-74.1% |
| Admin fee / account holder | $219 | $3,868-94.3% | $4,994-95.6% | $4,888-95.5% |