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 9-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 | $19,057 | $81,632-76.7% | $70,449-72.9% | $158,922-88.0% |
| Participation rate | 30.0% | 77.7%-47.7pp | 75.1%-45.1pp | 82.0%-52.0pp |
| Annual return | 7.19% | 208.40%-201.2pp | 109.03%-101.8pp | 302.83%-295.6pp |
| Employer contribution / active EE | $567 | $3,217-82.4% | $2,737-79.3% | $4,761-88.1% |
| Participant deferral / active EE | $762 | $4,554-83.3% | $3,709-79.5% | $5,982-87.3% |
| Admin fee / account holder | $193 | $6,193-96.9% | $3,845-95.0% | $11,246-98.3% |