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 3-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 | $2,923 | $54,705-94.7% | $71,209-95.9% | $84,808-96.6% |
| Participation rate | 51.1% | 64.1%-13.0pp | 73.8%-22.6pp | 68.3%-17.2pp |
| Annual return | 22.04% | 35.90%-13.9pp | 282.51%-260.5pp | 40.90%-18.9pp |
| Employer contribution / active EE | $675 | $2,158-68.7% | $2,721-75.2% | $2,631-74.3% |
| Participant deferral / active EE | $331 | $3,030-89.1% | $4,175-92.1% | $4,212-92.1% |
| Admin fee / account holder | $107 | $4,863-97.8% | $5,349-98.0% | $7,344-98.5% |