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 | $61,493 | $80,673-23.8% | $101,326-39.3% | $84,808-27.5% |
| Participation rate | 40.0% | 77.8%-37.8pp | 81.5%-41.5pp | 68.3%-28.3pp |
| Annual return | 39.11% | 38.95%+0.2pp | 36.82%+2.3pp | 40.90%-1.8pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,493 | $6,840-63.6% | $7,994-68.8% | $4,212-40.8% |
| Admin fee / account holder | $257 | $12,784-98.0% | $11,185-97.7% | $7,344-96.5% |