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 | $65,755 | $45,073+45.9% | $69,455-5.3% | $72,985-9.9% |
| Participation rate | 2.9% | 68.5%-65.6pp | 74.6%-71.7pp | 69.5%-66.5pp |
| Annual return | 8.12% | 22.65%-14.5pp | 28.97%-20.9pp | 81.00%-72.9pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $706 | $2,602-72.9% | $3,535-80.0% | $3,607-80.4% |
| Admin fee / account holder | $20 | $3,056-99.3% | $3,839-99.5% | $5,124-99.6% |