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 | $50,363 | $86,929-42.1% | $102,423-50.8% | $80,856-37.7% |
| Participation rate | 53.1% | 72.4%-19.3pp | 76.5%-23.4pp | 67.6%-14.5pp |
| Annual return | 15.86% | 18.88%-3.0pp | 29.32%-13.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $797 | $2,369-66.4% | $3,023-73.6% | $2,755-71.1% |
| Participant deferral / active EE | $1,701 | $4,118-58.7% | $5,053-66.3% | $4,296-60.4% |
| Admin fee / account holder | $150 | $8,049-98.1% | $9,451-98.4% | $6,918-97.8% |