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 | $29,792 | $148,534-79.9% | $135,903-78.1% | $139,434-78.6% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 27.62% | 79.19%-51.6pp | 68.23%-40.6pp | 372.94%-345.3pp |
| Employer contribution / active EE | $1,858 | $5,243-64.6% | $4,856-61.7% | $4,751-60.9% |
| Participant deferral / active EE | $929 | $8,100-88.5% | $7,758-88.0% | $6,710-86.2% |
| Admin fee / account holder | $34 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |