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 | $28,559 | $159,602-82.1% | $150,045-81.0% | $142,382-79.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 20.89% | 70.24%-49.3pp | 62.55%-41.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,197 | $4,961-75.9% | $4,693-74.5% | $4,299-72.1% |
| Participant deferral / active EE | $1,796 | $8,310-78.4% | $7,997-77.5% | $6,507-72.4% |
| Admin fee / account holder | $59 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |