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 5-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 | $29,473 | $53,516-44.9% | $126,539-76.7% | $84,808-65.2% |
| Participation rate | 33.3% | 58.2%-24.9pp | 69.8%-36.5pp | 68.3%-35.0pp |
| Annual return | 16.12% | 58.34%-42.2pp | 425.95%-409.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $310 | $1,535-79.8% | $3,674-91.6% | $2,631-88.2% |
| Participant deferral / active EE | $482 | $2,671-82.0% | $4,083-88.2% | $4,212-88.6% |
| Admin fee / account holder | $124 | $4,497-97.2% | $6,065-98.0% | $7,344-98.3% |