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 | $54,447 | $192,717-71.7% | $142,449-61.8% | $139,434-61.0% |
| Participation rate | 60.0% | 81.5%-21.5pp | 76.8%-16.8pp | 80.3%-20.3pp |
| Annual return | 12.56% | 17.99%-5.4pp | 19.99%-7.4pp | 372.94%-360.4pp |
| Employer contribution / active EE | $0 | $5,806-100.0% | $4,847-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,080 | $7,208-71.1% | $6,283-66.9% | $6,710-69.0% |
| Admin fee / account holder | $140 | $15,124-99.1% | $10,011-98.6% | $11,403-98.8% |