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 | $59,272 | $70,475-15.9% | $100,516-41.0% | $79,858-25.8% |
| Participation rate | 30.8% | 73.7%-42.9pp | 79.4%-48.6pp | 69.6%-38.9pp |
| Annual return | 21.56% | 21.90%-0.3pp | 30.89%-9.3pp | 31.71%-10.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,193 | $5,181-77.0% | $6,270-81.0% | $3,740-68.1% |
| Admin fee / account holder | $188 | $4,478-95.8% | $8,081-97.7% | $5,306-96.5% |