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 | $23,705 | $159,901-85.2% | $146,958-83.9% | $145,922-83.8% |
| Participation rate | 38.5% | 84.0%-45.5pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 16.27% | 98.13%-81.9pp | 418.34%-402.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,411 | $5,286-73.3% | $4,933-71.4% | $4,660-69.7% |
| Participant deferral / active EE | $2,213 | $8,428-73.7% | $8,070-72.6% | $6,688-66.9% |
| Admin fee / account holder | $171 | $15,044-98.9% | $12,998-98.7% | $13,397-98.7% |