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 | $9,585 | $90,600-89.4% | $79,464-87.9% | $135,375-92.9% |
| Participation rate | 16.7% | 76.0%-59.4pp | 73.3%-56.7pp | 82.6%-66.0pp |
| Annual return | 21.37% | 977.43%-956.1pp | 718.14%-696.8pp | 519.73%-498.4pp |
| Employer contribution / active EE | $94 | $3,068-96.9% | $2,800-96.6% | $4,779-98.0% |
| Participant deferral / active EE | $118 | $4,050-97.1% | $3,704-96.8% | $5,609-97.9% |
| Admin fee / account holder | $76 | $5,907-98.7% | $5,113-98.5% | $10,827-99.3% |