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 | $20,744 | $177,572-88.3% | $154,803-86.6% | $142,382-85.4% |
| Participation rate | 63.2% | 82.1%-18.9pp | 78.1%-14.9pp | 80.1%-17.0pp |
| Annual return | 19.12% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,879 | $4,810-60.9% | $4,305-56.4% | $4,299-56.3% |
| Participant deferral / active EE | $1,571 | $6,272-75.0% | $5,540-71.7% | $6,507-75.9% |
| Admin fee / account holder | $33 | $16,786-99.8% | $14,329-99.8% | $12,624-99.7% |