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 7-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 | $112,928 | $183,963-38.6% | $162,163-30.4% | $152,861-26.1% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 124.82% | 150.76%-25.9pp | 115.59%+9.2pp | 345.32%-220.5pp |
| Employer contribution / active EE | $1,667 | $6,371-73.8% | $5,614-70.3% | $4,762-65.0% |
| Participant deferral / active EE | $1,667 | $8,034-79.3% | $7,298-77.2% | $5,850-71.5% |
| Admin fee / account holder | $25 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |