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 | $22,216 | $45,863-51.6% | $77,024-71.2% | $68,494-67.6% |
| Participation rate | 19.2% | 55.9%-36.7pp | 67.9%-48.7pp | 67.9%-48.7pp |
| Annual return | -18.75% | 1.72%-20.5pp | 42.32%-61.1pp | -7.84%-10.9pp |
| Employer contribution / active EE | $421 | $1,650-74.5% | $2,812-85.0% | $2,596-83.8% |
| Participant deferral / active EE | $730 | $2,962-75.4% | $4,426-83.5% | $4,027-81.9% |
| Admin fee / account holder | $226 | $3,041-92.6% | $5,425-95.8% | $5,403-95.8% |