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 4-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 | $12,953 | $80,717-84.0% | $154,803-91.6% | $84,808-84.7% |
| Participation rate | 30.4% | 66.8%-36.5pp | 78.1%-47.7pp | 68.3%-38.0pp |
| Annual return | 20.12% | 37.96%-17.8pp | 58.88%-38.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $373 | $2,761-86.5% | $4,305-91.3% | $2,631-85.8% |
| Participant deferral / active EE | $643 | $3,303-80.5% | $5,540-88.4% | $4,212-84.7% |
| Admin fee / account holder | $51 | $6,746-99.3% | $14,329-99.6% | $7,344-99.3% |