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 | $23,527 | $159,602-85.3% | $150,045-84.3% | $142,382-83.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 14.32% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,360 | $4,961-72.6% | $4,693-71.0% | $4,299-68.4% |
| Participant deferral / active EE | $2,403 | $8,310-71.1% | $7,997-70.0% | $6,507-63.1% |
| Admin fee / account holder | $171 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |