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 | $42,258 | $133,922-68.4% | $116,228-63.6% | $142,382-70.3% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.6%-34.6pp | 80.1%-40.1pp |
| Annual return | 20.83% | 147.76%-126.9pp | 90.06%-69.2pp | 217.08%-196.3pp |
| Employer contribution / active EE | $877 | $3,446-74.5% | $2,994-70.7% | $4,299-79.6% |
| Participant deferral / active EE | $1,433 | $5,672-74.7% | $4,953-71.1% | $6,507-78.0% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |