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 | $48,151 | $82,664-41.8% | $125,339-61.6% | $68,494-29.7% |
| Participation rate | 16.2% | 75.0%-58.8pp | 82.4%-66.2pp | 67.9%-51.7pp |
| Annual return | -19.19% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,312 | $6,110-78.5% | $7,446-82.4% | $4,027-67.4% |
| Admin fee / account holder | $0 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |