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 | $8,048 | $100,773-92.0% | $88,946-91.0% | $142,382-94.3% |
| Participation rate | 14.3% | 74.3%-60.0pp | 68.8%-54.6pp | 80.1%-65.8pp |
| Annual return | 24.47% | 70.18%-45.7pp | 57.82%-33.4pp | 217.08%-192.6pp |
| Employer contribution / active EE | $434 | $2,918-85.1% | $2,555-83.0% | $4,299-89.9% |
| Participant deferral / active EE | $434 | $5,230-91.7% | $4,581-90.5% | $6,507-93.3% |
| Admin fee / account holder | $53 | $9,693-99.4% | $8,261-99.4% | $12,624-99.6% |