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 | $7,209 | $104,974-93.1% | $95,585-92.5% | $142,382-94.9% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 20.21% | 210.33%-190.1pp | 38.56%-18.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $423 | $2,779-84.8% | $2,527-83.2% | $4,299-90.2% |
| Participant deferral / active EE | $568 | $4,352-86.9% | $4,023-85.9% | $6,507-91.3% |
| Admin fee / account holder | $24 | $6,386-99.6% | $6,127-99.6% | $12,624-99.8% |