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 8-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 | $34,833 | $109,881-68.3% | $150,045-76.8% | $84,808-58.9% |
| Participation rate | 15.4% | 76.1%-60.7pp | 82.3%-66.9pp | 68.3%-52.9pp |
| Annual return | 23.71% | 28.25%-4.5pp | 62.55%-38.8pp | 40.90%-17.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $958 | $6,636-85.6% | $7,997-88.0% | $4,212-77.2% |
| Admin fee / account holder | $67 | $8,568-99.2% | $13,435-99.5% | $7,344-99.1% |