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 8-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 | $84,938 | $209,411-59.4% | $178,490-52.4% | $158,922-46.6% |
| Participation rate | 53.3% | 86.3%-33.0pp | 81.9%-28.6pp | 82.0%-28.6pp |
| Annual return | 9.84% | 188.75%-178.9pp | 151.07%-141.2pp | 302.83%-293.0pp |
| Employer contribution / active EE | $4,849 | $5,706-15.0% | $5,011-3.2% | $4,761+1.8% |
| Participant deferral / active EE | $1,427 | $5,954-76.0% | $5,202-72.6% | $5,982-76.1% |
| Admin fee / account holder | $168 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |