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 5-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 | $38,666 | $185,822-79.2% | $169,993-77.3% | $139,434-72.3% |
| Participation rate | 46.7% | 87.8%-41.1pp | 87.0%-40.3pp | 80.3%-33.7pp |
| Annual return | 18.28% | 60.50%-42.2pp | 53.37%-35.1pp | 372.94%-354.7pp |
| Employer contribution / active EE | $5,585 | $7,590-26.4% | $6,785-17.7% | $4,751+17.6% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,710-100.0% |
| Admin fee / account holder | $105 | $15,381-99.3% | $12,815-99.2% | $11,403-99.1% |