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 | $22,875 | $48,046-52.4% | $84,611-73.0% | $72,985-68.7% |
| Participation rate | 8.0% | 57.6%-49.6pp | 68.2%-60.2pp | 69.5%-61.5pp |
| Annual return | 21.96% | 37.38%-15.4pp | 258.74%-236.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $234 | $2,680-91.3% | $3,899-94.0% | $3,607-93.5% |
| Admin fee / account holder | $20 | $3,395-99.4% | $4,912-99.6% | $5,124-99.6% |