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 | $29,421 | $106,584-72.4% | $101,326-71.0% | $142,382-79.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 81.5%-21.5pp | 80.1%-20.1pp |
| Annual return | 17.77% | 36.93%-19.2pp | 36.82%-19.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $920 | $3,956-76.7% | $3,665-74.9% | $4,299-78.6% |
| Participant deferral / active EE | $1,610 | $8,297-80.6% | $7,994-79.9% | $6,507-75.3% |
| Admin fee / account holder | $20 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |