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 9-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 | $19,175 | $54,762-65.0% | $90,281-78.8% | $72,985-73.7% |
| Participation rate | 17.4% | 65.1%-47.8pp | 73.3%-55.9pp | 69.5%-52.1pp |
| Annual return | 18.26% | 30.63%-12.4pp | 78.10%-59.8pp | 81.00%-62.7pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $401 | $2,887-86.1% | $3,885-89.7% | $3,607-88.9% |
| Admin fee / account holder | $292 | $3,972-92.6% | $5,351-94.5% | $5,124-94.3% |