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 7-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 | $41,472 | $138,347-70.0% | $184,203-77.5% | $80,856-48.7% |
| Participation rate | 56.9% | 83.9%-26.9pp | 86.8%-29.9pp | 67.6%-10.7pp |
| Annual return | 15.16% | 20.02%-4.9pp | 28.81%-13.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,542 | $7,071-64.1% | $9,131-72.2% | $4,296-40.8% |
| Admin fee / account holder | $88 | $10,483-99.2% | $13,901-99.4% | $6,918-98.7% |