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 | $17,808 | $94,752-81.2% | $112,887-84.2% | $139,434-87.2% |
| Participation rate | 57.1% | 81.3%-24.1pp | 80.5%-23.4pp | 80.3%-23.2pp |
| Annual return | 20.99% | 40.88%-19.9pp | 34.10%-13.1pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,397 | $4,625-69.8% | $4,563-69.4% | $4,751-70.6% |
| Participant deferral / active EE | $802 | $6,512-87.7% | $6,513-87.7% | $6,710-88.1% |
| Admin fee / account holder | $24 | $8,527-99.7% | $7,047-99.7% | $11,403-99.8% |