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 | $47,418 | $100,852-53.0% | $90,404-47.5% | $158,922-70.2% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.7%-36.3pp | 82.0%-45.6pp |
| Annual return | 12.83% | 1724.20%-1711.4pp | 1293.02%-1280.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $428 | $3,689-88.4% | $3,262-86.9% | $4,761-91.0% |
| Participant deferral / active EE | $535 | $4,348-87.7% | $3,963-86.5% | $5,982-91.1% |
| Admin fee / account holder | $15 | $6,501-99.8% | $5,611-99.7% | $11,246-99.9% |