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 5-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 | $13,801 | $110,261-87.5% | $95,745-85.6% | $139,434-90.1% |
| Participation rate | 42.1% | 75.8%-33.6pp | 72.3%-30.2pp | 80.3%-38.2pp |
| Annual return | 21.60% | 27.11%-5.5pp | 28.35%-6.7pp | 372.94%-351.3pp |
| Employer contribution / active EE | $536 | $3,257-83.5% | $2,835-81.1% | $4,751-88.7% |
| Participant deferral / active EE | $657 | $4,676-85.9% | $4,245-84.5% | $6,710-90.2% |
| Admin fee / account holder | $57 | $6,613-99.1% | $5,678-99.0% | $11,403-99.5% |