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 6-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 | $17,872 | $99,918-82.1% | $81,382-78.0% | $145,922-87.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 16.08% | 34.32%-18.2pp | 24.73%-8.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $520 | $2,978-82.5% | $2,463-78.9% | $4,660-88.8% |
| Participant deferral / active EE | $832 | $4,605-81.9% | $3,883-78.6% | $6,688-87.6% |
| Admin fee / account holder | $97 | $8,212-98.8% | $5,768-98.3% | $13,397-99.3% |