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 | $36,123 | $111,754-67.7% | $103,333-65.0% | $145,922-75.2% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-46.9pp |
| Annual return | 26.12% | 24.77%+1.4pp | 24.88%+1.2pp | 561.29%-535.2pp |
| Employer contribution / active EE | $1,380 | $4,212-67.2% | $3,868-64.3% | $4,660-70.4% |
| Participant deferral / active EE | $1,380 | $5,619-75.4% | $5,057-72.7% | $6,688-79.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |