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 9-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 | $16,025 | $49,922-67.9% | $80,569-80.1% | $75,163-78.7% |
| Participation rate | 19.2% | 55.3%-36.1pp | 67.0%-47.8pp | 67.2%-48.0pp |
| Annual return | 14.90% | 34.69%-19.8pp | 935.43%-920.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $297 | $1,698-82.5% | $2,723-89.1% | $2,670-88.9% |
| Participant deferral / active EE | $577 | $2,990-80.7% | $4,447-87.0% | $4,125-86.0% |
| Admin fee / account holder | $237 | $3,577-93.4% | $5,377-95.6% | $5,651-95.8% |