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 | $8,105 | $80,717-90.0% | $154,803-94.8% | $84,808-90.4% |
| Participation rate | 36.7% | 66.8%-30.1pp | 78.1%-41.4pp | 68.3%-31.6pp |
| Annual return | 40.78% | 37.96%+2.8pp | 58.88%-18.1pp | 40.90%-0.1pp |
| Employer contribution / active EE | $382 | $2,761-86.2% | $4,305-91.1% | $2,631-85.5% |
| Participant deferral / active EE | $553 | $3,303-83.2% | $5,540-90.0% | $4,212-86.9% |
| Admin fee / account holder | $119 | $6,746-98.2% | $14,329-99.2% | $7,344-98.4% |