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 | $83,979 | $165,335-49.2% | $149,696-43.9% | $158,922-47.2% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 14.91% | 348.15%-333.2pp | 276.60%-261.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,450 | $5,103-71.6% | $4,644-68.8% | $4,761-69.5% |
| Participant deferral / active EE | $1,450 | $7,181-79.8% | $6,842-78.8% | $5,982-75.8% |
| Admin fee / account holder | $10 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |