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 | $69,494 | $53,127+30.8% | $86,590-19.7% | $70,131-0.9% |
| Participation rate | 13.6% | 65.3%-51.7pp | 73.5%-59.9pp | 69.5%-55.9pp |
| Annual return | 15.73% | 27.66%-11.9pp | 964.84%-949.1pp | 73.14%-57.4pp |
| Employer contribution / active EE | $424 | $2,068-79.5% | $2,839-85.1% | $2,342-81.9% |
| Participant deferral / active EE | $669 | $2,696-75.2% | $3,609-81.5% | $3,332-79.9% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |