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 | $9,013 | $48,795-81.5% | $65,493-86.2% | $84,808-89.4% |
| Participation rate | 33.3% | 67.0%-33.6pp | 73.1%-39.8pp | 68.3%-35.0pp |
| Annual return | 18.29% | 20.20%-1.9pp | 982.45%-964.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $524 | $1,930-72.8% | $2,574-79.6% | $2,631-80.1% |
| Participant deferral / active EE | $723 | $2,928-75.3% | $3,961-81.7% | $4,212-82.8% |
| Admin fee / account holder | $243 | $3,877-93.7% | $5,028-95.2% | $7,344-96.7% |