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 6-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 | $46,071 | $60,892-24.3% | $82,389-44.1% | $84,808-45.7% |
| Participation rate | 39.5% | 63.3%-23.7pp | 69.5%-30.0pp | 68.3%-28.8pp |
| Annual return | 23.99% | 37.29%-13.3pp | 28.67%-4.7pp | 40.90%-16.9pp |
| Employer contribution / active EE | $401 | $1,779-77.5% | $2,517-84.1% | $2,631-84.8% |
| Participant deferral / active EE | $895 | $3,179-71.8% | $4,155-78.5% | $4,212-78.8% |
| Admin fee / account holder | $257 | $5,467-95.3% | $7,231-96.5% | $7,344-96.5% |