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 | $29,536 | $77,899-62.1% | $149,673-80.3% | $75,163-60.7% |
| Participation rate | 17.1% | 65.6%-48.4pp | 78.8%-61.6pp | 67.2%-50.0pp |
| Annual return | 21.17% | 31.72%-10.6pp | 134.42%-113.2pp | 160.62%-139.5pp |
| Employer contribution / active EE | $659 | $3,137-79.0% | $4,818-86.3% | $2,670-75.3% |
| Participant deferral / active EE | $841 | $3,411-75.3% | $5,680-85.2% | $4,125-79.6% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |