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 | $16,601 | $104,907-84.2% | $84,611-80.4% | $152,861-89.1% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 12.01% | 373.79%-361.8pp | 258.74%-246.7pp | 345.32%-333.3pp |
| Employer contribution / active EE | $686 | $3,302-79.2% | $2,652-74.1% | $4,762-85.6% |
| Participant deferral / active EE | $686 | $4,688-85.4% | $3,899-82.4% | $5,850-88.3% |
| Admin fee / account holder | $282 | $6,241-95.5% | $4,912-94.3% | $11,596-97.6% |