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 | $66,377 | $210,408-68.5% | $153,485-56.8% | $145,922-54.5% |
| Participation rate | 60.0% | 82.1%-22.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 9.05% | 13.37%-4.3pp | 15.65%-6.6pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,080 | $6,048-65.6% | $5,039-58.7% | $4,660-55.4% |
| Participant deferral / active EE | $2,120 | $7,975-73.4% | $6,757-68.6% | $6,688-68.3% |
| Admin fee / account holder | $20 | $19,419-99.9% | $12,724-99.8% | $13,397-99.9% |