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 | $36,562 | $201,272-81.8% | $184,203-80.2% | $145,922-74.9% |
| Participation rate | 45.5% | 87.5%-42.0pp | 86.8%-41.4pp | 80.3%-34.8pp |
| Annual return | 13.04% | 29.00%-16.0pp | 28.81%-15.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,728 | $7,022-75.4% | $6,427-73.1% | $4,660-62.9% |
| Participant deferral / active EE | $2,378 | $9,806-75.7% | $9,131-74.0% | $6,688-64.4% |
| Admin fee / account holder | $221 | $16,364-98.6% | $13,901-98.4% | $13,397-98.3% |