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 | $15,639 | $190,805-91.8% | $159,960-90.2% | $134,475-88.4% |
| Participation rate | 16.7% | 81.9%-65.3pp | 78.0%-61.3pp | 81.2%-64.6pp |
| Annual return | 8.38% | 552.23%-543.9pp | 408.60%-400.2pp | 417.96%-409.6pp |
| Employer contribution / active EE | $1,371 | $4,995-72.6% | $4,226-67.6% | $4,740-71.1% |
| Participant deferral / active EE | $907 | $6,923-86.9% | $6,182-85.3% | $6,400-85.8% |
| Admin fee / account holder | $120 | $10,471-98.9% | $8,698-98.6% | $11,426-98.9% |