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 | $66,795 | $124,281-46.3% | $109,143-38.8% | $167,490-60.1% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 15.90% | 26.04%-10.1pp | 25.75%-9.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $5,000 | $4,207+18.8% | $3,722+34.3% | $4,837+3.4% |
| Participant deferral / active EE | $377 | $5,255-92.8% | $4,653-91.9% | $6,341-94.1% |
| Admin fee / account holder | $15 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |