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 7-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 | $22,254 | $106,584-79.1% | $101,326-78.0% | $142,382-84.4% |
| Participation rate | 18.8% | 82.7%-63.9pp | 81.5%-62.7pp | 80.1%-61.4pp |
| Annual return | 13.59% | 36.93%-23.3pp | 36.82%-23.2pp | 217.08%-203.5pp |
| Employer contribution / active EE | $393 | $3,956-90.1% | $3,665-89.3% | $4,299-90.9% |
| Participant deferral / active EE | $1,138 | $8,297-86.3% | $7,994-85.8% | $6,507-82.5% |
| Admin fee / account holder | $234 | $11,446-98.0% | $11,185-97.9% | $12,624-98.1% |