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 | $32,567 | $67,331-51.6% | $60,874-46.5% | $134,475-75.8% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -18.46% | 49.93%-68.4pp | 16.90%-35.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $781 | $3,096-74.8% | $2,701-71.1% | $4,740-83.5% |
| Participant deferral / active EE | $781 | $4,538-82.8% | $3,817-79.5% | $6,400-87.8% |
| Admin fee / account holder | $271 | $4,582-94.1% | $3,224-91.6% | $11,426-97.6% |