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 7-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 | $26,201 | $175,202-85.0% | $149,673-82.5% | $139,434-81.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 15.72% | 166.71%-151.0pp | 134.42%-118.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,776 | $5,474-67.6% | $4,818-63.1% | $4,751-62.6% |
| Participant deferral / active EE | $1,333 | $6,519-79.6% | $5,680-76.5% | $6,710-80.1% |
| Admin fee / account holder | $300 | $16,150-98.1% | $13,210-97.7% | $11,403-97.4% |