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 | $36,408 | $121,625-70.1% | $104,607-65.2% | $158,922-77.1% |
| Participation rate | 22.2% | 77.5%-55.3pp | 74.1%-51.9pp | 82.0%-59.7pp |
| Annual return | 12.30% | 465.26%-453.0pp | 340.46%-328.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $266 | $3,163-91.6% | $2,681-90.1% | $4,761-94.4% |
| Participant deferral / active EE | $478 | $4,177-88.6% | $3,740-87.2% | $5,982-92.0% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |