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 | $41,416 | $77,419-46.5% | $69,455-40.4% | $152,861-72.9% |
| Participation rate | 44.4% | 78.1%-33.7pp | 74.6%-30.2pp | 82.4%-38.0pp |
| Annual return | 17.86% | 39.06%-21.2pp | 28.97%-11.1pp | 345.32%-327.5pp |
| Employer contribution / active EE | $427 | $3,315-87.1% | $2,779-84.6% | $4,762-91.0% |
| Participant deferral / active EE | $713 | $4,414-83.8% | $3,535-79.8% | $5,850-87.8% |
| Admin fee / account holder | $120 | $6,207-98.1% | $3,839-96.9% | $11,596-99.0% |