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 | $49,002 | $49,451-0.9% | $79,550-38.4% | $66,914-26.8% |
| Participation rate | 12.5% | 61.3%-48.8pp | 69.5%-57.0pp | 69.8%-57.3pp |
| Annual return | -16.10% | 84.25%-100.4pp | 0.16%-16.3pp | 1.58%-17.7pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $689 | $3,159-78.2% | $3,985-82.7% | $4,237-83.7% |
| Admin fee / account holder | $31 | $595-94.8% | $6,832-99.5% | $593-94.8% |