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 9-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 | $25,116 | $54,762-54.1% | $90,281-72.2% | $72,985-65.6% |
| Participation rate | 10.3% | 65.1%-54.8pp | 73.3%-62.9pp | 69.5%-59.1pp |
| Annual return | 32.06% | 30.63%+1.4pp | 78.10%-46.0pp | 81.00%-48.9pp |
| Employer contribution / active EE | $394 | $2,092-81.2% | $2,854-86.2% | $2,440-83.8% |
| Participant deferral / active EE | $643 | $2,887-77.7% | $3,885-83.4% | $3,607-82.2% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |