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 | $12,690 | $81,248-84.4% | $155,509-91.8% | $80,856-84.3% |
| Participation rate | 10.7% | 66.2%-55.5pp | 78.2%-67.5pp | 67.6%-56.9pp |
| Annual return | 10.63% | 33.31%-22.7pp | 64.67%-54.0pp | 35.59%-25.0pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $179 | $3,452-94.8% | $5,626-96.8% | $4,296-95.8% |
| Admin fee / account holder | $137 | $7,997-98.3% | $15,912-99.1% | $6,918-98.0% |