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 | $18,031 | $97,757-81.6% | $83,848-78.5% | $135,375-86.7% |
| Participation rate | 41.2% | 80.0%-38.8pp | 76.1%-35.0pp | 82.6%-41.5pp |
| Annual return | -9.42% | 1287.37%-1296.8pp | 850.88%-860.3pp | 519.73%-529.2pp |
| Employer contribution / active EE | $838 | $4,222-80.2% | $3,631-76.9% | $4,779-82.5% |
| Participant deferral / active EE | $857 | $4,682-81.7% | $4,082-79.0% | $5,609-84.7% |
| Admin fee / account holder | $141 | $6,674-97.9% | $5,478-97.4% | $10,827-98.7% |