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 | $29,578 | $63,346-53.3% | $92,233-67.9% | $70,131-57.8% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 17.61% | 530.12%-512.5pp | 176.28%-158.7pp | 73.14%-55.5pp |
| Employer contribution / active EE | $634 | $2,471-74.3% | $3,679-82.8% | $2,342-72.9% |
| Participant deferral / active EE | $925 | $2,854-67.6% | $3,897-76.3% | $3,332-72.2% |
| Admin fee / account holder | $57 | $3,840-98.5% | $5,194-98.9% | $4,645-98.8% |