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 | $11,074 | $109,327-89.9% | $89,391-87.6% | $158,922-93.0% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.6pp | 82.0%-48.6pp |
| Annual return | 25.06% | 345.68%-320.6pp | 245.62%-220.6pp | 302.83%-277.8pp |
| Employer contribution / active EE | $428 | $3,170-86.5% | $2,586-83.4% | $4,761-91.0% |
| Participant deferral / active EE | $643 | $4,598-86.0% | $3,890-83.5% | $5,982-89.3% |
| Admin fee / account holder | $38 | $6,153-99.4% | $4,881-99.2% | $11,246-99.7% |