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 | $18,188 | $49,915-63.6% | $154,803-88.3% | $74,304-75.5% |
| Participation rate | 20.7% | 54.0%-33.2pp | 78.1%-57.3pp | 60.3%-39.6pp |
| Annual return | 13.21% | 34.06%-20.8pp | 58.88%-45.7pp | 29.43%-16.2pp |
| Employer contribution / active EE | $228 | $1,611-85.8% | $4,305-94.7% | $2,241-89.8% |
| Participant deferral / active EE | $250 | $2,255-88.9% | $5,540-95.5% | $3,767-93.4% |
| Admin fee / account holder | $118 | $2,189-94.6% | $14,329-99.2% | $2,969-96.0% |