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 6-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 | $17,106 | $158,398-89.2% | $126,539-86.5% | $142,382-88.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 17.23% | 593.76%-576.5pp | 425.95%-408.7pp | 217.08%-199.8pp |
| Employer contribution / active EE | $326 | $4,650-93.0% | $3,674-91.1% | $4,299-92.4% |
| Participant deferral / active EE | $325 | $4,767-93.2% | $4,083-92.0% | $6,507-95.0% |
| Admin fee / account holder | $192 | $6,918-97.2% | $6,065-96.8% | $12,624-98.5% |