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 | $20,727 | $57,016-63.6% | $84,966-75.6% | $80,856-74.4% |
| Participation rate | 10.6% | 56.3%-45.8pp | 67.5%-56.9pp | 67.6%-57.0pp |
| Annual return | 21.77% | 21.66%+0.1pp | 66.38%-44.6pp | 35.59%-13.8pp |
| Employer contribution / active EE | $282 | $1,798-84.3% | $2,727-89.7% | $2,755-89.8% |
| Participant deferral / active EE | $677 | $3,110-78.2% | $4,519-85.0% | $4,296-84.2% |
| Admin fee / account holder | $247 | $4,980-95.0% | $6,149-96.0% | $6,918-96.4% |