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 8-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 | $32,509 | $59,805-45.6% | $79,550-59.1% | $68,494-52.5% |
| Participation rate | 56.9% | 61.1%-4.2pp | 69.5%-12.6pp | 67.9%-11.0pp |
| Annual return | -17.02% | -12.30%-4.7pp | 0.16%-17.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $706 | $1,505-53.1% | $2,413-70.7% | $2,596-72.8% |
| Participant deferral / active EE | $1,084 | $3,024-64.1% | $3,985-72.8% | $4,027-73.1% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |