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 | $13,244 | $106,584-87.6% | $101,326-86.9% | $142,382-90.7% |
| Participation rate | 57.1% | 82.7%-25.5pp | 81.5%-24.4pp | 80.1%-23.0pp |
| Annual return | 29.26% | 36.93%-7.7pp | 36.82%-7.6pp | 217.08%-187.8pp |
| Employer contribution / active EE | $806 | $3,956-79.6% | $3,665-78.0% | $4,299-81.3% |
| Participant deferral / active EE | $905 | $8,297-89.1% | $7,994-88.7% | $6,507-86.1% |
| Admin fee / account holder | $26 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |