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 | $22,408 | $138,044-83.8% | $125,339-82.1% | $134,475-83.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -15.61% | 750.33%-765.9pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,039 | $5,243-80.2% | $4,814-78.4% | $4,740-78.1% |
| Participant deferral / active EE | $1,528 | $7,799-80.4% | $7,446-79.5% | $6,400-76.1% |
| Admin fee / account holder | $76 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |