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 5-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 | $18,085 | $159,901-88.7% | $146,958-87.7% | $145,922-87.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.63% | 98.13%-82.5pp | 418.34%-402.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,050 | $5,286-80.1% | $4,933-78.7% | $4,660-77.5% |
| Participant deferral / active EE | $1,313 | $8,428-84.4% | $8,070-83.7% | $6,688-80.4% |
| Admin fee / account holder | $68 | $15,044-99.5% | $12,998-99.5% | $13,397-99.5% |