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 | $23,480 | $138,065-83.0% | $123,544-81.0% | $135,375-82.7% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -5.01% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,107 | $5,151-78.5% | $4,628-76.1% | $4,779-76.8% |
| Participant deferral / active EE | $1,107 | $6,799-83.7% | $6,426-82.8% | $5,609-80.3% |
| Admin fee / account holder | $97 | $10,916-99.1% | $9,284-99.0% | $10,827-99.1% |