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 | $48,040 | $159,602-69.9% | $150,045-68.0% | $142,382-66.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 16.75% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,302 | $4,961-73.7% | $4,693-72.3% | $4,299-69.7% |
| Participant deferral / active EE | $2,025 | $8,310-75.6% | $7,997-74.7% | $6,507-68.9% |
| Admin fee / account holder | $284 | $14,846-98.1% | $13,435-97.9% | $12,624-97.7% |