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 | $24,874 | $167,484-85.1% | $151,611-83.6% | $134,475-81.5% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | 383.90% | 7.80%+376.1pp | 3.33%+380.6pp | 417.96%-34.1pp |
| Employer contribution / active EE | $2,814 | $6,829-58.8% | $6,166-54.4% | $4,740-40.6% |
| Participant deferral / active EE | $2,365 | $8,986-73.7% | $8,363-71.7% | $6,400-63.0% |
| Admin fee / account holder | $150 | $13,783-98.9% | $11,616-98.7% | $11,426-98.7% |