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 | $25,316 | $98,750-74.4% | $149,696-83.1% | $79,858-68.3% |
| Participation rate | 23.1% | 75.8%-52.7pp | 82.5%-59.4pp | 69.6%-46.6pp |
| Annual return | 47.77% | 27.43%+20.3pp | 276.60%-228.8pp | 31.71%+16.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,644 | $5,680-71.1% | $6,842-76.0% | $3,740-56.0% |
| Admin fee / account holder | $72 | $6,053-98.8% | $9,309-99.2% | $5,306-98.6% |