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 4-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 | $20,602 | $107,452-80.8% | $91,541-77.5% | $142,382-85.5% |
| Participation rate | 14.3% | 75.1%-60.8pp | 69.8%-55.5pp | 80.1%-65.8pp |
| Annual return | 17.80% | 22.06%-4.3pp | 20.50%-2.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $351 | $2,994-88.3% | $2,505-86.0% | $4,299-91.8% |
| Participant deferral / active EE | $402 | $4,754-91.6% | $4,008-90.0% | $6,507-93.8% |
| Admin fee / account holder | $132 | $8,834-98.5% | $6,956-98.1% | $12,624-99.0% |