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 6-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 | $21,345 | $104,974-79.7% | $95,585-77.7% | $142,382-85.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 18.03% | 210.33%-192.3pp | 38.56%-20.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $318 | $2,779-88.6% | $2,527-87.4% | $4,299-92.6% |
| Participant deferral / active EE | $318 | $4,352-92.7% | $4,023-92.1% | $6,507-95.1% |
| Admin fee / account holder | $48 | $6,386-99.2% | $6,127-99.2% | $12,624-99.6% |