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 | $24,183 | $70,587-65.7% | $124,672-80.6% | $85,850-71.8% |
| Participation rate | 44.9% | 64.4%-19.5pp | 74.6%-29.7pp | 69.3%-24.4pp |
| Annual return | 13.93% | 20688.83%-20674.9pp | 5142.93%-5129.0pp | 318.53%-304.6pp |
| Employer contribution / active EE | $624 | $1,913-67.4% | $3,324-81.2% | $2,565-75.7% |
| Participant deferral / active EE | $659 | $2,969-77.8% | $4,614-85.7% | $3,952-83.3% |
| Admin fee / account holder | $11 | $5,282-99.8% | $7,493-99.8% | $6,260-99.8% |