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 9-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 | $100,786 | $157,256-35.9% | $141,162-28.6% | $152,861-34.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 14.94% | 64.32%-49.4pp | 71.39%-56.4pp | 345.32%-330.4pp |
| Employer contribution / active EE | $1,500 | $5,261-71.5% | $4,735-68.3% | $4,762-68.5% |
| Participant deferral / active EE | $1,500 | $7,109-78.9% | $6,709-77.6% | $5,850-74.4% |
| Admin fee / account holder | $66 | $12,120-99.5% | $10,261-99.4% | $11,596-99.4% |