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 | $31,458 | $100,754-68.8% | $86,677-63.7% | $134,475-76.6% |
| Participation rate | 57.1% | 78.9%-21.8pp | 76.6%-19.4pp | 81.2%-24.1pp |
| Annual return | -15.91% | 29.04%-45.0pp | 35.91%-51.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $811 | $3,489-76.7% | $2,836-71.4% | $4,740-82.9% |
| Participant deferral / active EE | $1,205 | $5,338-77.4% | $4,656-74.1% | $6,400-81.2% |
| Admin fee / account holder | $20 | $10,926-99.8% | $7,493-99.7% | $11,426-99.8% |