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 | $19,662 | $163,101-87.9% | $136,749-85.6% | $142,382-86.2% |
| Participation rate | 28.6% | 78.2%-49.7pp | 72.1%-43.6pp | 80.1%-51.5pp |
| Annual return | 23.09% | 27.54%-4.4pp | 24.33%-1.2pp | 217.08%-194.0pp |
| Employer contribution / active EE | $969 | $4,117-76.5% | $3,400-71.5% | $4,299-77.5% |
| Participant deferral / active EE | $969 | $5,585-82.6% | $4,692-79.3% | $6,507-85.1% |
| Admin fee / account holder | $287 | $14,318-98.0% | $11,386-97.5% | $12,624-97.7% |