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 | $82,343 | $110,094-25.2% | $151,611-45.7% | $68,494+20.2% |
| Participation rate | 64.9% | 84.0%-19.1pp | 87.5%-22.6pp | 67.9%-3.0pp |
| Annual return | -12.72% | -10.12%-2.6pp | 3.33%-16.0pp | -7.84%-4.9pp |
| Employer contribution / active EE | $2,238 | $4,471-49.9% | $6,166-63.7% | $2,596-13.8% |
| Participant deferral / active EE | $2,984 | $6,527-54.3% | $8,363-64.3% | $4,027-25.9% |
| Admin fee / account holder | $114 | $7,719-98.5% | $11,616-99.0% | $5,403-97.9% |