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 5-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 | $9,044 | $96,635-90.6% | $86,612-89.6% | $139,434-93.5% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 20.36% | 106.41%-86.1pp | 591.07%-570.7pp | 372.94%-352.6pp |
| Employer contribution / active EE | $641 | $3,263-80.4% | $3,022-78.8% | $4,751-86.5% |
| Participant deferral / active EE | $641 | $4,836-86.7% | $4,438-85.6% | $6,710-90.5% |
| Admin fee / account holder | $81 | $6,408-98.7% | $5,614-98.6% | $11,403-99.3% |