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 8-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 | $21,927 | $87,540-75.0% | $75,781-71.1% | $125,391-82.5% |
| Participation rate | 18.8% | 80.2%-61.4pp | 75.8%-57.1pp | 83.2%-64.4pp |
| Annual return | -0.37% | 13.48%-13.9pp | 9.68%-10.0pp | 282.22%-282.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $416 | $4,229-90.2% | $3,651-88.6% | $5,352-92.2% |
| Admin fee / account holder | $11 | $6,502-99.8% | $5,299-99.8% | $9,540-99.9% |