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 9-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 | $29,746 | $58,512-49.2% | $84,015-64.6% | $72,985-59.2% |
| Participation rate | 16.7% | 61.2%-44.6pp | 69.0%-52.3pp | 69.5%-52.8pp |
| Annual return | 25.21% | 28.93%-3.7pp | 71.31%-46.1pp | 81.00%-55.8pp |
| Employer contribution / active EE | $503 | $1,163-56.8% | $1,983-74.7% | $2,440-79.4% |
| Participant deferral / active EE | $987 | $2,394-58.8% | $3,239-69.5% | $3,607-72.6% |
| Admin fee / account holder | $299 | $4,569-93.5% | $6,101-95.1% | $5,124-94.2% |