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 5-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 | $8,285 | $99,877-91.7% | $84,966-90.2% | $145,922-94.3% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.6pp | 80.3%-37.4pp |
| Annual return | 19.72% | 83.76%-64.0pp | 66.38%-46.7pp | 561.29%-541.6pp |
| Employer contribution / active EE | $585 | $3,231-81.9% | $2,727-78.5% | $4,660-87.4% |
| Participant deferral / active EE | $707 | $5,291-86.6% | $4,519-84.3% | $6,688-89.4% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |