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 | $40,552 | $83,477-51.4% | $125,175-67.6% | $72,985-44.4% |
| Participation rate | 51.4% | 73.3%-21.9pp | 79.8%-28.4pp | 69.5%-18.1pp |
| Annual return | 0.00% | 25.78%-25.8pp | 43.79%-43.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $788 | $2,345-66.4% | $3,865-79.6% | $2,440-67.7% |
| Participant deferral / active EE | $1,491 | $3,585-58.4% | $4,937-69.8% | $3,607-58.7% |
| Admin fee / account holder | $57 | $5,517-99.0% | $9,702-99.4% | $5,124-98.9% |