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 | $25,682 | $65,041-60.5% | $90,951-71.8% | $79,858-67.8% |
| Participation rate | 25.8% | 61.6%-35.8pp | 69.0%-43.2pp | 69.6%-43.8pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $486 | $1,247-61.0% | $2,122-77.1% | $2,471-80.3% |
| Participant deferral / active EE | $759 | $2,512-69.8% | $3,373-77.5% | $3,740-79.7% |
| Admin fee / account holder | $230 | $4,536-94.9% | $5,959-96.1% | $5,306-95.7% |