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 | $22,854 | $105,860-78.4% | $90,749-74.8% | $134,475-83.0% |
| Participation rate | 69.2% | 78.2%-9.0pp | 75.7%-6.5pp | 81.2%-12.0pp |
| Annual return | -5.93% | -11.01%+5.1pp | -12.16%+6.2pp | 417.96%-423.9pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $146 | $5,216-97.2% | $4,564-96.8% | $6,400-97.7% |
| Admin fee / account holder | $189 | $13,938-98.6% | $8,445-97.8% | $11,426-98.3% |