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 8-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 | $102,459 | $111,754-8.3% | $103,333-0.8% | $145,922-29.8% |
| Participation rate | 27.3% | 77.9%-50.7pp | 74.5%-47.2pp | 80.3%-53.0pp |
| Annual return | 12.57% | 24.77%-12.2pp | 24.88%-12.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,250 | $4,212-70.3% | $3,868-67.7% | $4,660-73.2% |
| Participant deferral / active EE | $1,250 | $5,619-77.8% | $5,057-75.3% | $6,688-81.3% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |