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 | $15,716 | $56,053-72.0% | $75,972-79.3% | $80,856-80.6% |
| Participation rate | 26.7% | 62.0%-35.4pp | 69.1%-42.4pp | 67.6%-41.0pp |
| Annual return | 15.97% | 20.53%-4.6pp | 359.55%-343.6pp | 35.59%-19.6pp |
| Employer contribution / active EE | $614 | $1,874-67.2% | $2,685-77.1% | $2,755-77.7% |
| Participant deferral / active EE | $917 | $3,052-70.0% | $4,255-78.5% | $4,296-78.7% |
| Admin fee / account holder | $125 | $5,234-97.6% | $6,467-98.1% | $6,918-98.2% |