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 | $26,711 | $65,041-58.9% | $90,951-70.6% | $79,858-66.6% |
| Participation rate | 17.4% | 61.6%-44.2pp | 69.0%-51.6pp | 69.6%-52.2pp |
| Annual return | 16.06% | 30.45%-14.4pp | 134.60%-118.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $994 | $2,512-60.4% | $3,373-70.5% | $3,740-73.4% |
| Admin fee / account holder | $178 | $4,536-96.1% | $5,959-97.0% | $5,306-96.6% |