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 | $21,219 | $133,922-84.2% | $116,228-81.7% | $142,382-85.1% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.6%-31.7pp | 80.1%-37.3pp |
| Annual return | 17.89% | 147.76%-129.9pp | 90.06%-72.2pp | 217.08%-199.2pp |
| Employer contribution / active EE | $763 | $3,446-77.9% | $2,994-74.5% | $4,299-82.3% |
| Participant deferral / active EE | $804 | $5,672-85.8% | $4,953-83.8% | $6,507-87.6% |
| Admin fee / account holder | $131 | $14,945-99.1% | $11,989-98.9% | $12,624-99.0% |