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 7-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 | $38,537 | $159,602-75.9% | $150,045-74.3% | $142,382-72.9% |
| Participation rate | 53.8% | 84.0%-30.1pp | 82.3%-28.5pp | 80.1%-26.3pp |
| Annual return | 17.86% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,507 | $4,961-69.6% | $4,693-67.9% | $4,299-65.0% |
| Participant deferral / active EE | $2,227 | $8,310-73.2% | $7,997-72.2% | $6,507-65.8% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |