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 | $24,370 | $114,381-78.7% | $107,525-77.3% | $142,382-82.9% |
| Participation rate | 41.2% | 78.1%-37.0pp | 75.1%-33.9pp | 80.1%-38.9pp |
| Annual return | 18.70% | 242.71%-224.0pp | 181.32%-162.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $907 | $4,015-77.4% | $3,754-75.8% | $4,299-78.9% |
| Participant deferral / active EE | $1,090 | $5,564-80.4% | $5,116-78.7% | $6,507-83.2% |
| Admin fee / account holder | $181 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |