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 | $40,757 | $81,632-50.1% | $70,449-42.1% | $158,922-74.4% |
| Participation rate | 36.4% | 77.7%-41.4pp | 75.1%-38.7pp | 82.0%-45.6pp |
| Annual return | 11.99% | 208.40%-196.4pp | 109.03%-97.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $529 | $3,217-83.6% | $2,737-80.7% | $4,761-88.9% |
| Participant deferral / active EE | $619 | $4,554-86.4% | $3,709-83.3% | $5,982-89.7% |
| Admin fee / account holder | $131 | $6,193-97.9% | $3,845-96.6% | $11,246-98.8% |