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 | $44,746 | $106,543-58.0% | $91,220-50.9% | $134,475-66.7% |
| Participation rate | 33.3% | 76.8%-43.5pp | 73.2%-39.9pp | 81.2%-47.9pp |
| Annual return | -16.46% | 160.60%-177.1pp | 114.01%-130.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $772 | $3,331-76.8% | $2,850-72.9% | $4,740-83.7% |
| Participant deferral / active EE | $800 | $4,719-83.0% | $4,234-81.1% | $6,400-87.5% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |