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 4-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 | $5,578 | $30,400-81.7% | $53,898-89.7% | $84,808-93.4% |
| Participation rate | 29.5% | 46.4%-16.9pp | 55.0%-25.4pp | 68.3%-38.8pp |
| Annual return | 17.24% | 500.19%-482.9pp | 528.60%-511.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $218 | $603-63.8% | $932-76.6% | $2,631-91.7% |
| Participant deferral / active EE | $243 | $1,199-79.7% | $1,826-86.7% | $4,212-94.2% |
| Admin fee / account holder | $190 | $1,993-90.4% | $2,491-92.4% | $7,344-97.4% |