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 | $27,854 | $53,162-47.6% | $91,220-69.5% | $68,494-59.3% |
| Participation rate | 12.0% | 63.2%-51.2pp | 73.2%-61.2pp | 67.9%-55.9pp |
| Annual return | -18.57% | -3.14%-15.4pp | 114.01%-132.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $260 | $2,974-91.3% | $4,234-93.9% | $4,027-93.5% |
| Admin fee / account holder | $210 | $4,493-95.3% | $5,420-96.1% | $5,403-96.1% |