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 | $43,710 | $112,096-61.0% | $95,952-54.4% | $158,922-72.5% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 16.79% | 171.09%-154.3pp | 91.61%-74.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $5,734 | $3,198+79.3% | $2,541+125.6% | $4,761+20.4% |
| Participant deferral / active EE | $928 | $4,784-80.6% | $4,167-77.7% | $5,982-84.5% |
| Admin fee / account holder | $191 | $10,130-98.1% | $6,795-97.2% | $11,246-98.3% |