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 6-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 | $32,445 | $101,724-68.1% | $164,813-80.3% | $80,856-59.9% |
| Participation rate | 48.1% | 71.8%-23.7pp | 78.6%-30.5pp | 67.6%-19.5pp |
| Annual return | 14.78% | 16.72%-1.9pp | 69.93%-55.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,126 | $2,953-61.9% | $4,341-74.1% | $2,755-59.1% |
| Participant deferral / active EE | $1,497 | $4,477-66.6% | $6,031-75.2% | $4,296-65.2% |
| Admin fee / account holder | $23 | $8,227-99.7% | $12,690-99.8% | $6,918-99.7% |