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 3-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 | $32,712 | $89,753-63.6% | $107,525-69.6% | $84,808-61.4% |
| Participation rate | 29.5% | 68.1%-38.5pp | 75.1%-45.5pp | 68.3%-38.8pp |
| Annual return | 19.73% | 29.48%-9.8pp | 181.32%-161.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $920 | $3,113-70.5% | $3,754-75.5% | $2,631-65.0% |
| Participant deferral / active EE | $1,350 | $4,056-66.7% | $5,116-73.6% | $4,212-67.9% |
| Admin fee / account holder | $60 | $7,222-99.2% | $8,919-99.3% | $7,344-99.2% |