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 | $37,476 | $100,773-62.8% | $88,946-57.9% | $142,382-73.7% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.8%-11.7pp | 80.1%-23.0pp |
| Annual return | 12.48% | 70.18%-57.7pp | 57.82%-45.3pp | 217.08%-204.6pp |
| Employer contribution / active EE | $302 | $2,918-89.6% | $2,555-88.2% | $4,299-93.0% |
| Participant deferral / active EE | $534 | $5,230-89.8% | $4,581-88.4% | $6,507-91.8% |
| Admin fee / account holder | $242 | $9,693-97.5% | $8,261-97.1% | $12,624-98.1% |