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 3-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 | $8,998 | $30,400-70.4% | $53,898-83.3% | $84,808-89.4% |
| Participation rate | 21.9% | 46.4%-24.6pp | 55.0%-33.1pp | 68.3%-46.4pp |
| Annual return | 18.30% | 500.19%-481.9pp | 528.60%-510.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $222 | $603-63.2% | $932-76.2% | $2,631-91.6% |
| Participant deferral / active EE | $221 | $1,199-81.6% | $1,826-87.9% | $4,212-94.8% |
| Admin fee / account holder | $26 | $1,993-98.7% | $2,491-99.0% | $7,344-99.6% |