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 | $14,628 | $100,773-85.5% | $88,946-83.6% | $142,382-89.7% |
| Participation rate | 20.0% | 74.3%-54.3pp | 68.8%-48.8pp | 80.1%-60.1pp |
| Annual return | 29.96% | 70.18%-40.2pp | 57.82%-27.9pp | 217.08%-187.1pp |
| Employer contribution / active EE | $717 | $2,918-75.4% | $2,555-71.9% | $4,299-83.3% |
| Participant deferral / active EE | $765 | $5,230-85.4% | $4,581-83.3% | $6,507-88.2% |
| Admin fee / account holder | $114 | $9,693-98.8% | $8,261-98.6% | $12,624-99.1% |