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 | $29,872 | $154,365-80.6% | $130,231-77.1% | $139,434-78.6% |
| Participation rate | 29.2% | 79.9%-50.8pp | 76.3%-47.1pp | 80.3%-51.2pp |
| Annual return | 21.53% | 30.34%-8.8pp | 38.77%-17.2pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,062 | $5,170-79.5% | $4,126-74.3% | $4,751-77.6% |
| Participant deferral / active EE | $1,600 | $8,498-81.2% | $6,799-76.5% | $6,710-76.2% |
| Admin fee / account holder | $49 | $9,214-99.5% | $6,020-99.2% | $11,403-99.6% |