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 10-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 | $32,823 | $152,587-78.5% | $125,175-73.8% | $152,861-78.5% |
| Participation rate | 43.8% | 83.3%-39.6pp | 79.8%-36.0pp | 82.4%-38.7pp |
| Annual return | 18.86% | 54.84%-36.0pp | 43.79%-24.9pp | 345.32%-326.5pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $808 | $5,868-86.2% | $4,937-83.6% | $5,850-86.2% |
| Admin fee / account holder | $56 | $13,434-99.6% | $9,702-99.4% | $11,596-99.5% |