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 5-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 | $5,392 | $70,756-92.4% | $65,493-91.8% | $142,382-96.2% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 17.58% | 1754.89%-1737.3pp | 982.45%-964.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $319 | $2,881-88.9% | $2,574-87.6% | $4,299-92.6% |
| Participant deferral / active EE | $678 | $4,637-85.4% | $3,961-82.9% | $6,507-89.6% |
| Admin fee / account holder | $45 | $6,559-99.3% | $5,028-99.1% | $12,624-99.6% |