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 | $25,396 | $210,648-87.9% | $177,989-85.7% | $145,922-82.6% |
| Participation rate | 36.4% | 80.8%-44.4pp | 77.1%-40.7pp | 80.3%-43.9pp |
| Annual return | 14.83% | 385.86%-371.0pp | 294.48%-279.7pp | 561.29%-546.5pp |
| Employer contribution / active EE | $774 | $4,565-83.1% | $3,949-80.4% | $4,660-83.4% |
| Participant deferral / active EE | $1,204 | $6,958-82.7% | $6,276-80.8% | $6,688-82.0% |
| Admin fee / account holder | $19 | $12,013-99.8% | $10,363-99.8% | $13,397-99.9% |