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 6-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 | $13,556 | $73,867-81.6% | $143,757-90.6% | $68,494-80.2% |
| Participation rate | 19.5% | 66.7%-47.1pp | 80.3%-60.8pp | 67.9%-48.4pp |
| Annual return | -17.61% | 1.01%-18.6pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $268 | $3,384-92.1% | $5,637-95.2% | $4,027-93.4% |
| Admin fee / account holder | $182 | $5,755-96.8% | $14,673-98.8% | $5,403-96.6% |