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 | $37,544 | $104,664-64.1% | $85,682-56.2% | $167,490-77.6% |
| Participation rate | 22.7% | 76.4%-53.6pp | 69.9%-47.1pp | 82.1%-59.4pp |
| Annual return | 16.69% | 21.45%-4.8pp | 21.49%-4.8pp | 478.56%-461.9pp |
| Employer contribution / active EE | $737 | $3,337-77.9% | $2,618-71.9% | $4,837-84.8% |
| Participant deferral / active EE | $833 | $4,824-82.7% | $3,923-78.8% | $6,341-86.9% |
| Admin fee / account holder | $121 | $10,032-98.8% | $6,873-98.2% | $12,309-99.0% |