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 5-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 | $7,902 | $80,717-90.2% | $154,803-94.9% | $84,808-90.7% |
| Participation rate | 34.5% | 66.8%-32.3pp | 78.1%-43.6pp | 68.3%-33.8pp |
| Annual return | 20.37% | 37.96%-17.6pp | 58.88%-38.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $342 | $2,761-87.6% | $4,305-92.1% | $2,631-87.0% |
| Participant deferral / active EE | $375 | $3,303-88.6% | $5,540-93.2% | $4,212-91.1% |
| Admin fee / account holder | $212 | $6,746-96.9% | $14,329-98.5% | $7,344-97.1% |