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 | $27,135 | $102,547-73.5% | $78,210-65.3% | $147,584-81.6% |
| Participation rate | 15.0% | 74.4%-59.4pp | 68.7%-53.7pp | 82.8%-67.8pp |
| Annual return | 15.54% | 51.08%-35.5pp | 40.90%-25.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $64 | $3,481-98.2% | $2,823-97.7% | $5,439-98.8% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,885-100.0% |