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 | $35,878 | $71,883-50.1% | $86,677-58.6% | $68,494-47.6% |
| Participation rate | 55.6% | 72.2%-16.7pp | 76.6%-21.0pp | 67.9%-12.3pp |
| Annual return | -7.95% | 3.52%-11.5pp | 35.91%-43.9pp | -7.84%-0.1pp |
| Employer contribution / active EE | $1,308 | $2,173-39.8% | $2,836-53.9% | $2,596-49.6% |
| Participant deferral / active EE | $1,675 | $3,779-55.7% | $4,656-64.0% | $4,027-58.4% |
| Admin fee / account holder | $290 | $6,112-95.3% | $7,493-96.1% | $5,403-94.6% |