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 | $47,506 | $110,261-56.9% | $95,745-50.4% | $139,434-65.9% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 8.50% | 27.11%-18.6pp | 28.35%-19.9pp | 372.94%-364.4pp |
| Employer contribution / active EE | $520 | $3,257-84.0% | $2,835-81.7% | $4,751-89.1% |
| Participant deferral / active EE | $520 | $4,676-88.9% | $4,245-87.7% | $6,710-92.3% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |