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 8-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 | $12,786 | $54,705-76.6% | $71,209-82.0% | $84,808-84.9% |
| Participation rate | 8.6% | 64.1%-55.5pp | 73.8%-65.2pp | 68.3%-59.7pp |
| Annual return | 18.63% | 35.90%-17.3pp | 282.51%-263.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $175 | $3,030-94.2% | $4,175-95.8% | $4,212-95.8% |
| Admin fee / account holder | $121 | $4,863-97.5% | $5,349-97.7% | $7,344-98.4% |