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 | $45,020 | $180,449-75.1% | $154,107-70.8% | $135,375-66.7% |
| Participation rate | 56.3% | 87.4%-31.2pp | 83.0%-26.8pp | 82.6%-26.4pp |
| Annual return | -6.41% | 888.09%-894.5pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $3,982 | $6,035-34.0% | $5,298-24.8% | $4,779-16.7% |
| Participant deferral / active EE | $1,940 | $5,806-66.6% | $5,081-61.8% | $5,609-65.4% |
| Admin fee / account holder | $78 | $16,143-99.5% | $13,411-99.4% | $10,827-99.3% |