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 | $10,362 | $104,974-90.1% | $95,585-89.2% | $142,382-92.7% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.1%-47.1pp | 80.1%-55.1pp |
| Annual return | 24.47% | 210.33%-185.9pp | 38.56%-14.1pp | 217.08%-192.6pp |
| Employer contribution / active EE | $595 | $2,779-78.6% | $2,527-76.5% | $4,299-86.2% |
| Participant deferral / active EE | $595 | $4,352-86.3% | $4,023-85.2% | $6,507-90.9% |
| Admin fee / account holder | $43 | $6,386-99.3% | $6,127-99.3% | $12,624-99.7% |