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 4-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 | $19,154 | $163,101-88.3% | $136,749-86.0% | $142,382-86.5% |
| Participation rate | 42.9% | 78.2%-35.4pp | 72.1%-29.3pp | 80.1%-37.3pp |
| Annual return | 23.35% | 27.54%-4.2pp | 24.33%-1.0pp | 217.08%-193.7pp |
| Employer contribution / active EE | $817 | $4,117-80.1% | $3,400-76.0% | $4,299-81.0% |
| Participant deferral / active EE | $1,084 | $5,585-80.6% | $4,692-76.9% | $6,507-83.3% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |