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 | $22,468 | $202,432-88.9% | $169,368-86.7% | $139,434-83.9% |
| Participation rate | 30.0% | 81.1%-51.1pp | 77.1%-47.1pp | 80.3%-50.3pp |
| Annual return | 20.01% | 531.74%-511.7pp | 405.60%-385.6pp | 372.94%-352.9pp |
| Employer contribution / active EE | $608 | $4,692-87.0% | $4,013-84.8% | $4,751-87.2% |
| Participant deferral / active EE | $798 | $6,938-88.5% | $6,221-87.2% | $6,710-88.1% |
| Admin fee / account holder | $18 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |