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 | $29,247 | $109,881-73.4% | $150,045-80.5% | $84,808-65.5% |
| Participation rate | 20.4% | 76.1%-55.7pp | 82.3%-61.9pp | 68.3%-47.9pp |
| Annual return | 17.86% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $800 | $3,561-77.5% | $4,693-83.0% | $2,631-69.6% |
| Participant deferral / active EE | $1,157 | $6,636-82.6% | $7,997-85.5% | $4,212-72.5% |
| Admin fee / account holder | $176 | $8,568-97.9% | $13,435-98.7% | $7,344-97.6% |