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 5-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 | $20,782 | $54,705-62.0% | $71,209-70.8% | $84,808-75.5% |
| Participation rate | 12.5% | 64.1%-51.6pp | 73.8%-61.3pp | 68.3%-55.8pp |
| Annual return | 20.99% | 35.90%-14.9pp | 282.51%-261.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $342 | $2,158-84.1% | $2,721-87.4% | $2,631-87.0% |
| Participant deferral / active EE | $374 | $3,030-87.7% | $4,175-91.0% | $4,212-91.1% |
| Admin fee / account holder | $195 | $4,863-96.0% | $5,349-96.3% | $7,344-97.3% |