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 4-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 | $34,617 | $148,534-76.7% | $135,903-74.5% | $139,434-75.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 47.41% | 79.19%-31.8pp | 68.23%-20.8pp | 372.94%-325.5pp |
| Employer contribution / active EE | $13,708 | $5,243+161.4% | $4,856+182.3% | $4,751+188.5% |
| Participant deferral / active EE | $2,022 | $8,100-75.0% | $7,758-73.9% | $6,710-69.9% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |