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 | $32,499 | $102,317-68.2% | $146,958-77.9% | $80,856-59.8% |
| Participation rate | 28.6% | 75.8%-47.3pp | 82.2%-53.6pp | 67.6%-39.1pp |
| Annual return | 23.44% | 134.76%-111.3pp | 418.34%-394.9pp | 35.59%-12.2pp |
| Employer contribution / active EE | $889 | $3,713-76.1% | $4,933-82.0% | $2,755-67.7% |
| Participant deferral / active EE | $1,230 | $6,644-81.5% | $8,070-84.8% | $4,296-71.4% |
| Admin fee / account holder | $190 | $7,941-97.6% | $12,998-98.5% | $6,918-97.2% |