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 | $52,956 | $63,355-16.4% | $91,989-42.4% | $72,985-27.4% |
| Participation rate | 11.1% | 72.5%-61.4pp | 78.6%-67.5pp | 69.5%-58.4pp |
| Annual return | 27.51% | 35.35%-7.8pp | 69.02%-41.5pp | 81.00%-53.5pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $378 | $4,883-92.3% | $5,923-93.6% | $3,607-89.5% |
| Admin fee / account holder | $22 | $4,668-99.5% | $7,743-99.7% | $5,124-99.6% |