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 5-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 | $50,542 | $148,534-66.0% | $135,903-62.8% | $139,434-63.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 17.24% | 79.19%-62.0pp | 68.23%-51.0pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,098 | $5,243-60.0% | $4,856-56.8% | $4,751-55.8% |
| Participant deferral / active EE | $2,098 | $8,100-74.1% | $7,758-73.0% | $6,710-68.7% |
| Admin fee / account holder | $206 | $12,400-98.3% | $10,762-98.1% | $11,403-98.2% |