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 3-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 | $8,418 | $60,022-86.0% | $88,946-90.5% | $84,808-90.1% |
| Participation rate | 25.0% | 57.8%-32.8pp | 68.8%-43.8pp | 68.3%-43.3pp |
| Annual return | 75.91% | 22.43%+53.5pp | 57.82%+18.1pp | 40.90%+35.0pp |
| Employer contribution / active EE | $323 | $1,703-81.0% | $2,555-87.3% | $2,631-87.7% |
| Participant deferral / active EE | $448 | $3,114-85.6% | $4,581-90.2% | $4,212-89.4% |
| Admin fee / account holder | $225 | $4,811-95.3% | $8,261-97.3% | $7,344-96.9% |