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 | $61,030 | $112,881-45.9% | $90,951-32.9% | $158,922-61.6% |
| Participation rate | 25.0% | 74.7%-49.7pp | 69.0%-44.0pp | 82.0%-57.0pp |
| Annual return | 12.01% | 215.79%-203.8pp | 134.60%-122.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $579 | $2,893-80.0% | $2,122-72.7% | $4,761-87.8% |
| Participant deferral / active EE | $897 | $4,128-78.3% | $3,373-73.4% | $5,982-85.0% |
| Admin fee / account holder | $128 | $8,041-98.4% | $5,959-97.9% | $11,246-98.9% |