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 | $29,555 | $228,332-87.1% | $185,823-84.1% | $158,922-81.4% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 12.11% | 40.80%-28.7pp | 35.95%-23.8pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,564 | $4,967-68.5% | $4,087-61.7% | $4,761-67.2% |
| Participant deferral / active EE | $33 | $6,415-99.5% | $5,632-99.4% | $5,982-99.5% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |