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 | $76,099 | $73,004+4.2% | $90,749-16.1% | $68,494+11.1% |
| Participation rate | 36.4% | 70.8%-34.5pp | 75.7%-39.3pp | 67.9%-31.5pp |
| Annual return | -11.31% | -13.81%+2.5pp | -12.16%+0.9pp | -7.84%-3.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,087 | $3,627-70.0% | $4,564-76.2% | $4,027-73.0% |
| Admin fee / account holder | $283 | $5,896-95.2% | $8,445-96.7% | $5,403-94.8% |