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 | $16,202 | $81,632-80.2% | $70,449-77.0% | $158,922-89.8% |
| Participation rate | 38.1% | 77.7%-39.6pp | 75.1%-37.0pp | 82.0%-43.9pp |
| Annual return | 19.05% | 208.40%-189.3pp | 109.03%-90.0pp | 302.83%-283.8pp |
| Employer contribution / active EE | $483 | $3,217-85.0% | $2,737-82.4% | $4,761-89.9% |
| Participant deferral / active EE | $712 | $4,554-84.4% | $3,709-80.8% | $5,982-88.1% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |