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 8-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 | $27,930 | $112,096-75.1% | $95,952-70.9% | $158,922-82.4% |
| Participation rate | 61.1% | 79.0%-17.9pp | 77.1%-16.0pp | 82.0%-20.8pp |
| Annual return | 195.77% | 171.09%+24.7pp | 91.61%+104.2pp | 302.83%-107.1pp |
| Employer contribution / active EE | $976 | $3,198-69.5% | $2,541-61.6% | $4,761-79.5% |
| Participant deferral / active EE | $768 | $4,784-83.9% | $4,167-81.6% | $5,982-87.2% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |