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 | $17,195 | $77,899-77.9% | $149,673-88.5% | $75,163-77.1% |
| Participation rate | 32.1% | 65.6%-33.4pp | 78.8%-46.6pp | 67.2%-35.0pp |
| Annual return | 22.62% | 31.72%-9.1pp | 134.42%-111.8pp | 160.62%-138.0pp |
| Employer contribution / active EE | $5,110 | $3,137+62.9% | $4,818+6.1% | $2,670+91.4% |
| Participant deferral / active EE | $614 | $3,411-82.0% | $5,680-89.2% | $4,125-85.1% |
| Admin fee / account holder | $286 | $5,956-95.2% | $13,210-97.8% | $5,651-94.9% |