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 | $49,498 | $232,540-78.7% | $185,117-73.3% | $147,584-66.5% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 18.10% | 43.03%-24.9pp | 40.50%-22.4pp | 578.55%-560.4pp |
| Employer contribution / active EE | $395 | $5,195-92.4% | $4,182-90.5% | $4,876-91.9% |
| Participant deferral / active EE | $791 | $5,834-86.4% | $5,045-84.3% | $5,439-85.5% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |