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 8-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 | $25,460 | $65,041-60.9% | $90,951-72.0% | $79,858-68.1% |
| Participation rate | 18.2% | 61.6%-43.4pp | 69.0%-50.8pp | 69.6%-51.5pp |
| Annual return | 18.41% | 30.45%-12.0pp | 134.60%-116.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $986 | $2,512-60.8% | $3,373-70.8% | $3,740-73.6% |
| Admin fee / account holder | $17 | $4,536-99.6% | $5,959-99.7% | $5,306-99.7% |