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 | $22,139 | $63,355-65.1% | $91,989-75.9% | $72,985-69.7% |
| Participation rate | 21.2% | 72.5%-51.3pp | 78.6%-57.4pp | 69.5%-48.3pp |
| Annual return | 23.49% | 35.35%-11.9pp | 69.02%-45.5pp | 81.00%-57.5pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,676 | $4,883-65.7% | $5,923-71.7% | $3,607-53.5% |
| Admin fee / account holder | $42 | $4,668-99.1% | $7,743-99.5% | $5,124-99.2% |