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 5-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 | $26,105 | $69,010-62.2% | $159,960-83.7% | $68,494-61.9% |
| Participation rate | 18.8% | 65.4%-46.7pp | 78.0%-59.2pp | 67.9%-49.1pp |
| Annual return | -19.01% | -9.65%-9.4pp | 408.60%-427.6pp | -7.84%-11.2pp |
| Employer contribution / active EE | $737 | $2,213-66.7% | $4,226-82.6% | $2,596-71.6% |
| Participant deferral / active EE | $1,160 | $4,212-72.5% | $6,182-81.2% | $4,027-71.2% |
| Admin fee / account holder | $140 | $4,798-97.1% | $8,698-98.4% | $5,403-97.4% |