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 | $23,777 | $74,927-68.3% | $101,794-76.6% | $84,808-72.0% |
| Participation rate | 18.8% | 61.4%-42.7pp | 69.2%-50.4pp | 68.3%-49.6pp |
| Annual return | 25.04% | 18.70%+6.3pp | 30.53%-5.5pp | 40.90%-15.9pp |
| Employer contribution / active EE | $537 | $1,522-64.7% | $2,289-76.5% | $2,631-79.6% |
| Participant deferral / active EE | $1,053 | $3,099-66.0% | $4,084-74.2% | $4,212-75.0% |
| Admin fee / account holder | $88 | $6,514-98.6% | $8,777-99.0% | $7,344-98.8% |