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 | $57,123 | $209,832-72.8% | $189,513-69.9% | $167,490-65.9% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 15.91% | 748.27%-732.4pp | 555.15%-539.2pp | 478.56%-462.6pp |
| Employer contribution / active EE | $3,400 | $6,914-50.8% | $6,162-44.8% | $4,837-29.7% |
| Participant deferral / active EE | $3,400 | $8,935-61.9% | $8,221-58.6% | $6,341-46.4% |
| Admin fee / account holder | $20 | $14,293-99.9% | $12,045-99.8% | $12,309-99.8% |