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 | $14,109 | $177,572-92.1% | $154,803-90.9% | $142,382-90.1% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 23.56% | 65.07%-41.5pp | 58.88%-35.3pp | 217.08%-193.5pp |
| Employer contribution / active EE | $930 | $4,810-80.7% | $4,305-78.4% | $4,299-78.4% |
| Participant deferral / active EE | $1,000 | $6,272-84.1% | $5,540-82.0% | $6,507-84.6% |
| Admin fee / account holder | $28 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |