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 9-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 | $22,689 | $115,882-80.4% | $100,516-77.4% | $158,922-85.7% |
| Participation rate | 47.6% | 81.6%-34.0pp | 79.4%-31.8pp | 82.0%-34.3pp |
| Annual return | 16.85% | 34.79%-17.9pp | 30.89%-14.0pp | 302.83%-286.0pp |
| Employer contribution / active EE | $854 | $4,103-79.2% | $3,418-75.0% | $4,761-82.1% |
| Participant deferral / active EE | $1,191 | $6,674-82.2% | $6,270-81.0% | $5,982-80.1% |
| Admin fee / account holder | $126 | $10,995-98.9% | $8,081-98.4% | $11,246-98.9% |