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 | $30,179 | $210,648-85.7% | $177,989-83.0% | $145,922-79.3% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 10.43% | 385.86%-375.4pp | 294.48%-284.1pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,208 | $4,565-73.5% | $3,949-69.4% | $4,660-74.1% |
| Participant deferral / active EE | $1,208 | $6,958-82.6% | $6,276-80.8% | $6,688-81.9% |
| Admin fee / account holder | $229 | $12,013-98.1% | $10,363-97.8% | $13,397-98.3% |