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 | $25,448 | $214,378-88.1% | $200,582-87.3% | $142,382-82.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 20.31% | 46.41%-26.1pp | 42.33%-22.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,712 | $6,841-75.0% | $6,419-73.3% | $4,299-60.2% |
| Participant deferral / active EE | $2,096 | $9,865-78.7% | $9,331-77.5% | $6,507-67.8% |
| Admin fee / account holder | $50 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |