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 10-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 | $27,554 | $165,335-83.3% | $149,696-81.6% | $158,922-82.7% |
| Participation rate | 65.0% | 84.6%-19.6pp | 82.5%-17.5pp | 82.0%-17.0pp |
| Annual return | 12.70% | 348.15%-335.4pp | 276.60%-263.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $940 | $5,103-81.6% | $4,644-79.8% | $4,761-80.3% |
| Participant deferral / active EE | $1,209 | $7,181-83.2% | $6,842-82.3% | $5,982-79.8% |
| Admin fee / account holder | $203 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |