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 | $36,758 | $94,625-61.2% | $116,228-68.4% | $84,808-56.7% |
| Participation rate | 14.8% | 70.4%-55.6pp | 74.6%-59.7pp | 68.3%-53.5pp |
| Annual return | 18.59% | 20.40%-1.8pp | 90.06%-71.5pp | 40.90%-22.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,181 | $3,972-70.3% | $4,953-76.2% | $4,212-72.0% |
| Admin fee / account holder | $19 | $10,091-99.8% | $11,989-99.8% | $7,344-99.7% |