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 | $31,668 | $47,848-33.8% | $81,478-61.1% | $70,131-54.8% |
| Participation rate | 18.8% | 58.3%-39.5pp | 68.0%-49.2pp | 69.5%-50.8pp |
| Annual return | 17.55% | 27.25%-9.7pp | 38.78%-21.2pp | 73.14%-55.6pp |
| Employer contribution / active EE | $384 | $1,527-74.8% | $2,568-85.0% | $2,342-83.6% |
| Participant deferral / active EE | $609 | $2,453-75.2% | $3,537-82.8% | $3,332-81.7% |
| Admin fee / account holder | $139 | $3,145-95.6% | $4,561-96.9% | $4,645-97.0% |