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 7-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 | $36,798 | $83,477-55.9% | $125,175-70.6% | $72,985-49.6% |
| Participation rate | 28.6% | 73.3%-44.7pp | 79.8%-51.2pp | 69.5%-40.9pp |
| Annual return | 0.00% | 25.78%-25.8pp | 43.79%-43.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $748 | $2,345-68.1% | $3,865-80.6% | $2,440-69.3% |
| Participant deferral / active EE | $980 | $3,585-72.7% | $4,937-80.2% | $3,607-72.8% |
| Admin fee / account holder | $90 | $5,517-98.4% | $9,702-99.1% | $5,124-98.2% |