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 7-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 | $28,370 | $93,571-69.7% | $135,903-79.1% | $75,163-62.3% |
| Participation rate | 12.5% | 75.2%-62.7pp | 81.9%-69.4pp | 67.2%-54.7pp |
| Annual return | 41.41% | 30.90%+10.5pp | 68.23%-26.8pp | 160.62%-119.2pp |
| Employer contribution / active EE | $1,130 | $3,537-68.1% | $4,856-76.7% | $2,670-57.7% |
| Participant deferral / active EE | $1,504 | $6,404-76.5% | $7,758-80.6% | $4,125-63.6% |
| Admin fee / account holder | $175 | $6,975-97.5% | $10,762-98.4% | $5,651-96.9% |