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 | $34,710 | $102,317-66.1% | $146,958-76.4% | $80,856-57.1% |
| Participation rate | 16.4% | 75.8%-59.5pp | 82.2%-65.8pp | 67.6%-51.3pp |
| Annual return | 14.61% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $910 | $3,713-75.5% | $4,933-81.5% | $2,755-66.9% |
| Participant deferral / active EE | $1,747 | $6,644-73.7% | $8,070-78.3% | $4,296-59.3% |
| Admin fee / account holder | $269 | $7,941-96.6% | $12,998-97.9% | $6,918-96.1% |