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 8-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 | $44,386 | $81,248-45.4% | $155,509-71.5% | $80,856-45.1% |
| Participation rate | 13.0% | 66.2%-53.3pp | 78.2%-65.2pp | 67.6%-54.7pp |
| Annual return | 17.28% | 33.31%-16.0pp | 64.67%-47.4pp | 35.59%-18.3pp |
| Employer contribution / active EE | $432 | $3,100-86.1% | $4,672-90.7% | $2,755-84.3% |
| Participant deferral / active EE | $686 | $3,452-80.1% | $5,626-87.8% | $4,296-84.0% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |