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 3-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 | $62,627 | $71,050-11.9% | $93,606-33.1% | $80,856-22.5% |
| Participation rate | 46.7% | 60.4%-13.7pp | 68.7%-22.1pp | 67.6%-21.0pp |
| Annual return | 15.82% | 11.26%+4.6pp | 133.20%-117.4pp | 35.59%-19.8pp |
| Employer contribution / active EE | $581 | $1,564-62.8% | $2,420-76.0% | $2,755-78.9% |
| Participant deferral / active EE | $1,044 | $4,034-74.1% | $4,411-76.3% | $4,296-75.7% |
| Admin fee / account holder | $0 | $6,945-100.0% | $8,285-100.0% | $6,918-100.0% |