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 | $136,559 | $140,940-3.1% | $112,229+21.7% | $139,434-2.1% |
| Participation rate | 42.9% | 79.2%-36.3pp | 72.4%-29.6pp | 80.3%-37.5pp |
| Annual return | 18.62% | 32.71%-14.1pp | 30.20%-11.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $893 | $4,283-79.2% | $3,430-74.0% | $4,751-81.2% |
| Participant deferral / active EE | $1,321 | $5,874-77.5% | $4,798-72.5% | $6,710-80.3% |
| Admin fee / account holder | $20 | $9,954-99.8% | $7,748-99.7% | $11,403-99.8% |