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 6-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 | $21,953 | $117,841-81.4% | $102,423-78.6% | $145,922-85.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 14.20% | 31.65%-17.4pp | 29.32%-15.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,090 | $3,615-69.8% | $3,023-63.9% | $4,660-76.6% |
| Participant deferral / active EE | $1,302 | $5,731-77.3% | $5,053-74.2% | $6,688-80.5% |
| Admin fee / account holder | $119 | $13,326-99.1% | $9,451-98.7% | $13,397-99.1% |