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 | $37,480 | $71,883-47.9% | $86,677-56.8% | $68,494-45.3% |
| Participation rate | 32.1% | 72.2%-40.1pp | 76.6%-44.4pp | 67.9%-35.7pp |
| Annual return | -7.93% | 3.52%-11.5pp | 35.91%-43.8pp | -7.84%-0.1pp |
| Employer contribution / active EE | $633 | $2,173-70.9% | $2,836-77.7% | $2,596-75.6% |
| Participant deferral / active EE | $1,452 | $3,779-61.6% | $4,656-68.8% | $4,027-63.9% |
| Admin fee / account holder | $232 | $6,112-96.2% | $7,493-96.9% | $5,403-95.7% |