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 | $44,598 | $159,602-72.1% | $150,045-70.3% | $142,382-68.7% |
| Participation rate | 6.7% | 84.0%-77.3pp | 82.3%-75.7pp | 80.1%-73.5pp |
| Annual return | 37.30% | 70.24%-32.9pp | 62.55%-25.3pp | 217.08%-179.8pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,808 | $8,310-78.2% | $7,997-77.4% | $6,507-72.2% |
| Admin fee / account holder | $204 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |