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 7-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 | $45,792 | $96,484-52.5% | $75,886-39.7% | $152,861-70.0% |
| Participation rate | 38.1% | 76.2%-38.1pp | 69.3%-31.2pp | 82.4%-44.4pp |
| Annual return | 851.82% | 33.98%+817.8pp | 30.76%+821.1pp | 345.32%+506.5pp |
| Employer contribution / active EE | $647 | $3,309-80.4% | $2,500-74.1% | $4,762-86.4% |
| Participant deferral / active EE | $848 | $4,553-81.4% | $3,603-76.5% | $5,850-85.5% |
| Admin fee / account holder | $68 | $8,078-99.2% | $5,418-98.7% | $11,596-99.4% |