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 | $22,793 | $127,386-82.1% | $115,037-80.2% | $125,391-81.8% |
| Participation rate | 64.3% | 84.2%-19.9pp | 81.4%-17.1pp | 83.2%-18.9pp |
| Annual return | -1.07% | 31.28%-32.3pp | 26.14%-27.2pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,751 | $5,166-66.1% | $4,608-62.0% | $4,866-64.0% |
| Participant deferral / active EE | $1,372 | $6,423-78.6% | $6,026-77.2% | $5,352-74.4% |
| Admin fee / account holder | $8 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |