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 3-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 | $33,615 | $159,901-79.0% | $146,958-77.1% | $145,922-77.0% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 19.09% | 98.13%-79.0pp | 418.34%-399.2pp | 561.29%-542.2pp |
| Employer contribution / active EE | $1,987 | $5,286-62.4% | $4,933-59.7% | $4,660-57.4% |
| Participant deferral / active EE | $2,377 | $8,428-71.8% | $8,070-70.6% | $6,688-64.5% |
| Admin fee / account holder | $52 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |