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 | $31,991 | $202,318-84.2% | $172,739-81.5% | $152,861-79.1% |
| Participation rate | 20.0% | 87.1%-67.1pp | 82.6%-62.6pp | 82.4%-62.4pp |
| Annual return | 24.74% | 1029.65%-1004.9pp | 802.84%-778.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,289 | $5,856-78.0% | $5,143-74.9% | $4,762-72.9% |
| Participant deferral / active EE | $1,526 | $5,948-74.3% | $5,198-70.6% | $5,850-73.9% |
| Admin fee / account holder | $202 | $17,109-98.8% | $13,954-98.6% | $11,596-98.3% |