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 | $28,539 | $72,277-60.5% | $101,248-71.8% | $79,858-64.3% |
| Participation rate | 28.0% | 68.5%-40.5pp | 75.8%-47.8pp | 69.6%-41.6pp |
| Annual return | 23.63% | 22.30%+1.3pp | 46.47%-22.8pp | 31.71%-8.1pp |
| Employer contribution / active EE | $663 | $2,692-75.4% | $3,660-81.9% | $2,471-73.2% |
| Participant deferral / active EE | $1,221 | $3,282-62.8% | $4,370-72.1% | $3,740-67.4% |
| Admin fee / account holder | $116 | $4,400-97.4% | $5,945-98.1% | $5,306-97.8% |