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 6-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 | $10,740 | $81,248-86.8% | $155,509-93.1% | $80,856-86.7% |
| Participation rate | 33.7% | 66.2%-32.5pp | 78.2%-44.5pp | 67.6%-33.9pp |
| Annual return | 15.56% | 33.31%-17.7pp | 64.67%-49.1pp | 35.59%-20.0pp |
| Employer contribution / active EE | $453 | $3,100-85.4% | $4,672-90.3% | $2,755-83.5% |
| Participant deferral / active EE | $816 | $3,452-76.3% | $5,626-85.5% | $4,296-81.0% |
| Admin fee / account holder | $97 | $7,997-98.8% | $15,912-99.4% | $6,918-98.6% |