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 | $8,025 | $99,877-92.0% | $84,966-90.6% | $145,922-94.5% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-46.9pp |
| Annual return | 12.38% | 83.76%-71.4pp | 66.38%-54.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $385 | $3,231-88.1% | $2,727-85.9% | $4,660-91.7% |
| Participant deferral / active EE | $473 | $5,291-91.1% | $4,519-89.5% | $6,688-92.9% |
| Admin fee / account holder | $55 | $7,248-99.2% | $6,149-99.1% | $13,397-99.6% |