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 | $47,013 | $58,264-19.3% | $86,612-45.7% | $71,457-34.2% |
| Participation rate | 16.2% | 65.0%-48.8pp | 71.7%-55.5pp | 67.9%-51.7pp |
| Annual return | 15.73% | 21.63%-5.9pp | 591.07%-575.3pp | 28.85%-13.1pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $853 | $3,436-75.2% | $4,438-80.8% | $4,289-80.1% |
| Admin fee / account holder | $61 | $1,057-94.2% | $5,614-98.9% | $1,587-96.2% |