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 | $29,047 | $135,952-78.6% | $123,892-76.6% | $273,961-89.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 9.70% | 56.63%-46.9pp | 47.52%-37.8pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,300 | $5,170-74.9% | $4,617-71.8% | $4,869-73.3% |
| Participant deferral / active EE | $1,300 | $6,343-79.5% | $5,984-78.3% | $5,287-75.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |