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 | $33,447 | $58,828-43.1% | $77,999-57.1% | $62,891-46.8% |
| Participation rate | 55.6% | 71.1%-15.5pp | 75.5%-20.0pp | 69.3%-13.8pp |
| Annual return | 7.68% | 17.16%-9.5pp | 425.96%-418.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,097 | $2,686-59.1% | $3,497-68.6% | $3,203-65.7% |
| Admin fee / account holder | $17 | $4,393-99.6% | $5,480-99.7% | $4,296-99.6% |