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 3-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 | $11,056 | $48,795-77.3% | $65,493-83.1% | $84,808-87.0% |
| Participation rate | 36.4% | 67.0%-30.6pp | 73.1%-36.7pp | 68.3%-31.9pp |
| Annual return | 17.87% | 20.20%-2.3pp | 982.45%-964.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,106 | $1,930+9.2% | $2,574-18.2% | $2,631-19.9% |
| Participant deferral / active EE | $30 | $2,928-99.0% | $3,961-99.2% | $4,212-99.3% |
| Admin fee / account holder | $20 | $3,877-99.5% | $5,028-99.6% | $7,344-99.7% |