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 9-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 | $22,158 | $73,933-70.0% | $96,683-77.1% | $75,163-70.5% |
| Participation rate | 48.6% | 66.4%-17.8pp | 74.3%-25.7pp | 67.2%-18.5pp |
| Annual return | 15.67% | 26.70%-11.0pp | 35.69%-20.0pp | 160.62%-145.0pp |
| Employer contribution / active EE | $895 | $2,928-69.4% | $3,737-76.0% | $2,670-66.5% |
| Participant deferral / active EE | $1,177 | $3,659-67.8% | $4,878-75.9% | $4,125-71.5% |
| Admin fee / account holder | $20 | $5,216-99.6% | $6,730-99.7% | $5,651-99.6% |