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 | $34,824 | $165,335-78.9% | $149,696-76.7% | $158,922-78.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 16.22% | 348.15%-331.9pp | 276.60%-260.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,334 | $5,103-73.9% | $4,644-71.3% | $4,761-72.0% |
| Participant deferral / active EE | $2,214 | $7,181-69.2% | $6,842-67.6% | $5,982-63.0% |
| Admin fee / account holder | $15 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |