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 8-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 | $31,440 | $133,958-76.5% | $112,228-72.0% | $134,475-76.6% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -12.33% | 47.11%-59.4pp | 27.45%-39.8pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,340 | $4,038-66.8% | $3,635-63.1% | $4,740-71.7% |
| Participant deferral / active EE | $1,454 | $5,291-72.5% | $4,728-69.2% | $6,400-77.3% |
| Admin fee / account holder | $253 | $7,489-96.6% | $6,410-96.0% | $11,426-97.8% |