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 | $41,122 | $117,841-65.1% | $102,423-59.9% | $145,922-71.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 13.96% | 31.65%-17.7pp | 29.32%-15.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,195 | $3,615-67.0% | $3,023-60.5% | $4,660-74.4% |
| Participant deferral / active EE | $1,599 | $5,731-72.1% | $5,053-68.3% | $6,688-76.1% |
| Admin fee / account holder | $33 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |