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 | $15,231 | $42,894-64.5% | $60,874-75.0% | $68,494-77.8% |
| Participation rate | 12.9% | 66.8%-53.9pp | 73.1%-60.2pp | 67.9%-55.0pp |
| Annual return | -16.81% | -13.98%-2.8pp | 16.90%-33.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $825 | $2,867-71.2% | $3,817-78.4% | $4,027-79.5% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |