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 4-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 | $19,897 | $111,754-82.2% | $103,333-80.7% | $145,922-86.4% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 11.91% | 24.77%-12.9pp | 24.88%-13.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,929 | $4,212-54.2% | $3,868-50.1% | $4,660-58.6% |
| Participant deferral / active EE | $1,099 | $5,619-80.4% | $5,057-78.3% | $6,688-83.6% |
| Admin fee / account holder | $75 | $9,750-99.2% | $8,355-99.1% | $13,397-99.4% |