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 | $17,593 | $148,534-88.2% | $135,903-87.1% | $139,434-87.4% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 21.94% | 79.19%-57.3pp | 68.23%-46.3pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,067 | $5,243-79.6% | $4,856-78.0% | $4,751-77.5% |
| Participant deferral / active EE | $1,334 | $8,100-83.5% | $7,758-82.8% | $6,710-80.1% |
| Admin fee / account holder | $242 | $12,400-98.0% | $10,762-97.8% | $11,403-97.9% |