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 4-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 | $36,008 | $108,919-66.9% | $100,391-64.1% | $145,922-75.3% |
| Participation rate | 22.2% | 82.9%-60.7pp | 81.5%-59.3pp | 80.3%-58.1pp |
| Annual return | 62.44% | 57.88%+4.6pp | 49.20%+13.2pp | 561.29%-498.8pp |
| Employer contribution / active EE | $640 | $4,419-85.5% | $3,942-83.8% | $4,660-86.3% |
| Participant deferral / active EE | $2,124 | $8,445-74.8% | $8,082-73.7% | $6,688-68.2% |
| Admin fee / account holder | $118 | $9,689-98.8% | $7,899-98.5% | $13,397-99.1% |