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 | $16,918 | $159,602-89.4% | $150,045-88.7% | $142,382-88.1% |
| Participation rate | 52.4% | 84.0%-31.6pp | 82.3%-29.9pp | 80.1%-27.7pp |
| Annual return | 20.41% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,056 | $4,961-78.7% | $4,693-77.5% | $4,299-75.4% |
| Participant deferral / active EE | $2,162 | $8,310-74.0% | $7,997-73.0% | $6,507-66.8% |
| Admin fee / account holder | $198 | $14,846-98.7% | $13,435-98.5% | $12,624-98.4% |