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 | $37,088 | $98,750-62.4% | $149,696-75.2% | $79,858-53.6% |
| Participation rate | 32.4% | 75.8%-43.3pp | 82.5%-50.0pp | 69.6%-37.2pp |
| Annual return | 41.33% | 27.43%+13.9pp | 276.60%-235.3pp | 31.71%+9.6pp |
| Employer contribution / active EE | $795 | $3,216-75.3% | $4,644-82.9% | $2,471-67.8% |
| Participant deferral / active EE | $1,457 | $5,680-74.4% | $6,842-78.7% | $3,740-61.0% |
| Admin fee / account holder | $291 | $6,053-95.2% | $9,309-96.9% | $5,306-94.5% |