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 5-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 | $8,854 | $158,398-94.4% | $126,539-93.0% | $142,382-93.8% |
| Participation rate | 60.0% | 75.8%-15.8pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 18.00% | 593.76%-575.8pp | 425.95%-407.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,270 | $4,650-72.7% | $3,674-65.4% | $4,299-70.5% |
| Participant deferral / active EE | $315 | $4,767-93.4% | $4,083-92.3% | $6,507-95.2% |
| Admin fee / account holder | $9 | $6,918-99.9% | $6,065-99.8% | $12,624-99.9% |