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 10-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 | $16,755 | $57,354-70.8% | $83,848-80.0% | $64,186-73.9% |
| Participation rate | 69.5% | 68.6%+0.9pp | 76.1%-6.6pp | 69.6%-0.1pp |
| Annual return | 0.36% | 11.38%-11.0pp | 850.88%-850.5pp | 7.63%-7.3pp |
| Employer contribution / active EE | $670 | $2,545-73.7% | $3,631-81.6% | $2,381-71.9% |
| Participant deferral / active EE | $1,148 | $2,993-61.6% | $4,082-71.9% | $3,470-66.9% |
| Admin fee / account holder | $224 | $4,046-94.5% | $5,478-95.9% | $4,888-95.4% |