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 4-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 | $11,758 | $60,892-80.7% | $82,389-85.7% | $84,808-86.1% |
| Participation rate | 30.5% | 63.3%-32.8pp | 69.5%-39.0pp | 68.3%-37.8pp |
| Annual return | 22.88% | 37.29%-14.4pp | 28.67%-5.8pp | 40.90%-18.0pp |
| Employer contribution / active EE | $680 | $1,779-61.8% | $2,517-73.0% | $2,631-74.2% |
| Participant deferral / active EE | $987 | $3,179-68.9% | $4,155-76.2% | $4,212-76.6% |
| Admin fee / account holder | $148 | $5,467-97.3% | $7,231-97.9% | $7,344-98.0% |