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 3-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 | $45,452 | $77,503-41.4% | $100,391-54.7% | $80,856-43.8% |
| Participation rate | 41.7% | 76.9%-35.3pp | 81.5%-39.8pp | 67.6%-26.0pp |
| Annual return | 13.55% | 37.20%-23.7pp | 49.20%-35.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,154 | $2,801-23.1% | $3,942-45.3% | $2,755-21.8% |
| Participant deferral / active EE | $323 | $6,820-95.3% | $8,082-96.0% | $4,296-92.5% |
| Admin fee / account holder | $0 | $5,897-100.0% | $7,899-100.0% | $6,918-100.0% |