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 | $12,346 | $52,279-76.4% | $89,391-86.2% | $79,858-84.5% |
| Participation rate | 31.3% | 57.5%-26.3pp | 68.0%-36.7pp | 69.6%-38.4pp |
| Annual return | 36.57% | 22.16%+14.4pp | 245.62%-209.0pp | 31.71%+4.9pp |
| Employer contribution / active EE | $681 | $1,572-56.7% | $2,586-73.7% | $2,471-72.4% |
| Participant deferral / active EE | $778 | $2,740-71.6% | $3,890-80.0% | $3,740-79.2% |
| Admin fee / account holder | $172 | $3,356-94.9% | $4,881-96.5% | $5,306-96.8% |