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 6-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 | $21,991 | $29,369-25.1% | $77,482-71.6% | $73,409-70.0% |
| Participation rate | 6.8% | 37.9%-31.2pp | 54.2%-47.4pp | 72.2%-65.4pp |
| Annual return | 0.00% | 358.15%-358.1pp | 54.79%-54.8pp | 59.29%-59.3pp |
| Employer contribution / active EE | $0 | $406-100.0% | $986-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $179 | $941-81.0% | $1,861-90.4% | $3,805-95.3% |
| Admin fee / account holder | $49 | $123-59.8% | $2,858-98.3% | $158-68.8% |