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 9-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 | $11,109 | $57,016-80.5% | $84,966-86.9% | $80,856-86.3% |
| Participation rate | 23.7% | 56.3%-32.7pp | 67.5%-43.8pp | 67.6%-44.0pp |
| Annual return | 28.49% | 21.66%+6.8pp | 66.38%-37.9pp | 35.59%-7.1pp |
| Employer contribution / active EE | $376 | $1,798-79.1% | $2,727-86.2% | $2,755-86.3% |
| Participant deferral / active EE | $586 | $3,110-81.1% | $4,519-87.0% | $4,296-86.3% |
| Admin fee / account holder | $0 | $4,980-100.0% | $6,149-100.0% | $6,918-100.0% |