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 3-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 | $18,499 | $183,519-89.9% | $155,509-88.1% | $145,922-87.3% |
| Participation rate | 43.8% | 82.7%-38.9pp | 78.2%-34.4pp | 80.3%-36.5pp |
| Annual return | 10.83% | 61.17%-50.3pp | 64.67%-53.8pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,875 | $5,313-45.9% | $4,672-38.5% | $4,660-38.3% |
| Participant deferral / active EE | $1,109 | $6,462-82.8% | $5,626-80.3% | $6,688-83.4% |
| Admin fee / account holder | $273 | $19,313-98.6% | $15,912-98.3% | $13,397-98.0% |