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 | $15,886 | $77,899-79.6% | $149,673-89.4% | $75,163-78.9% |
| Participation rate | 28.6% | 65.6%-37.0pp | 78.8%-50.2pp | 67.2%-38.6pp |
| Annual return | 15.59% | 31.72%-16.1pp | 134.42%-118.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $556 | $3,137-82.3% | $4,818-88.5% | $2,670-79.2% |
| Participant deferral / active EE | $802 | $3,411-76.5% | $5,680-85.9% | $4,125-80.6% |
| Admin fee / account holder | $239 | $5,956-96.0% | $13,210-98.2% | $5,651-95.8% |