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 | $28,128 | $142,344-80.2% | $119,609-76.5% | $134,475-79.1% |
| Participation rate | 36.4% | 82.8%-46.5pp | 79.3%-42.9pp | 81.2%-44.9pp |
| Annual return | -17.51% | -12.44%-5.1pp | -14.97%-2.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $464 | $6,469-92.8% | $5,602-91.7% | $6,400-92.7% |
| Admin fee / account holder | -$574 | $13,584-104.2% | $10,323-105.6% | $11,426-105.0% |