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 5-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 | $7,347 | $80,717-90.9% | $154,803-95.3% | $84,808-91.3% |
| Participation rate | 16.0% | 66.8%-50.8pp | 78.1%-62.1pp | 68.3%-52.3pp |
| Annual return | 19.39% | 37.96%-18.6pp | 58.88%-39.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $136 | $3,303-95.9% | $5,540-97.5% | $4,212-96.8% |
| Admin fee / account holder | $183 | $6,746-97.3% | $14,329-98.7% | $7,344-97.5% |