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 | $30,207 | $58,927-48.7% | $76,817-60.7% | $72,985-58.6% |
| Participation rate | 36.0% | 67.3%-31.3pp | 72.1%-36.1pp | 69.5%-33.5pp |
| Annual return | 21.87% | 2305.64%-2283.8pp | 1166.11%-1144.2pp | 81.00%-59.1pp |
| Employer contribution / active EE | $420 | $1,787-76.5% | $2,302-81.7% | $2,440-82.8% |
| Participant deferral / active EE | $605 | $2,690-77.5% | $3,336-81.9% | $3,607-83.2% |
| Admin fee / account holder | $171 | $4,013-95.7% | $6,420-97.3% | $5,124-96.7% |