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 6-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 | $17,908 | $85,022-78.9% | $70,515-74.6% | $139,434-87.2% |
| Participation rate | 33.3% | 73.9%-40.6pp | 68.3%-35.0pp | 80.3%-47.0pp |
| Annual return | 21.53% | 30.38%-8.9pp | 32.77%-11.2pp | 372.94%-351.4pp |
| Employer contribution / active EE | $680 | $3,909-82.6% | $2,973-77.1% | $4,751-85.7% |
| Participant deferral / active EE | $680 | $5,890-88.5% | $4,567-85.1% | $6,710-89.9% |
| Admin fee / account holder | $150 | $8,906-98.3% | $6,412-97.7% | $11,403-98.7% |