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 4-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 | $14,496 | $80,717-82.0% | $154,803-90.6% | $84,808-82.9% |
| Participation rate | 28.9% | 66.8%-37.9pp | 78.1%-49.1pp | 68.3%-39.4pp |
| Annual return | 19.90% | 37.96%-18.1pp | 58.88%-39.0pp | 40.90%-21.0pp |
| Employer contribution / active EE | $478 | $2,761-82.7% | $4,305-88.9% | $2,631-81.8% |
| Participant deferral / active EE | $815 | $3,303-75.3% | $5,540-85.3% | $4,212-80.7% |
| Admin fee / account holder | $143 | $6,746-97.9% | $14,329-99.0% | $7,344-98.0% |