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 | $17,851 | $133,922-86.7% | $116,228-84.6% | $142,382-87.5% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 22.51% | 147.76%-125.2pp | 90.06%-67.5pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,131 | $3,446-67.2% | $2,994-62.2% | $4,299-73.7% |
| Participant deferral / active EE | $1,575 | $5,672-72.2% | $4,953-68.2% | $6,507-75.8% |
| Admin fee / account holder | $36 | $14,945-99.8% | $11,989-99.7% | $12,624-99.7% |