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 | $5,623 | $51,175-89.0% | $70,515-92.0% | $75,163-92.5% |
| Participation rate | 3.7% | 60.9%-57.2pp | 68.3%-64.6pp | 67.2%-63.5pp |
| Annual return | 21.56% | 30.02%-8.5pp | 32.77%-11.2pp | 160.62%-139.1pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $181 | $2,849-93.7% | $4,567-96.0% | $4,125-95.6% |
| Admin fee / account holder | $27 | $4,091-99.4% | $6,412-99.6% | $5,651-99.5% |