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 | $12,082 | $57,016-78.8% | $84,966-85.8% | $80,856-85.1% |
| Participation rate | 66.0% | 56.3%+9.6pp | 67.5%-1.5pp | 67.6%-1.7pp |
| Annual return | 14.26% | 21.66%-7.4pp | 66.38%-52.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,780 | $1,798+54.6% | $2,727+1.9% | $2,755+0.9% |
| Participant deferral / active EE | $676 | $3,110-78.3% | $4,519-85.0% | $4,296-84.3% |
| Admin fee / account holder | $181 | $4,980-96.4% | $6,149-97.1% | $6,918-97.4% |