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 5-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 | $54,708 | $95,803-42.9% | $113,168-51.7% | $84,808-35.5% |
| Participation rate | 26.5% | 72.9%-46.4pp | 76.6%-50.1pp | 68.3%-41.8pp |
| Annual return | 17.74% | 25.00%-7.3pp | 24.27%-6.5pp | 40.90%-23.2pp |
| Employer contribution / active EE | $707 | $2,360-70.0% | $2,975-76.2% | $2,631-73.1% |
| Participant deferral / active EE | $1,347 | $4,242-68.3% | $5,107-73.6% | $4,212-68.0% |
| Admin fee / account holder | $223 | $8,989-97.5% | $12,068-98.2% | $7,344-97.0% |