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 | $31,739 | $148,534-78.6% | $135,903-76.6% | $139,434-77.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 702.04% | 79.19%+622.8pp | 68.23%+633.8pp | 372.94%+329.1pp |
| Employer contribution / active EE | $1,420 | $5,243-72.9% | $4,856-70.8% | $4,751-70.1% |
| Participant deferral / active EE | $1,874 | $8,100-76.9% | $7,758-75.8% | $6,710-72.1% |
| Admin fee / account holder | $146 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |