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 | $62,777 | $160,055-60.8% | $140,016-55.2% | $135,375-53.6% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -8.13% | 911.38%-919.5pp | 651.12%-659.2pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,122 | $6,420-66.9% | $5,606-62.1% | $4,779-55.6% |
| Participant deferral / active EE | $2,175 | $7,642-71.5% | $6,927-68.6% | $5,609-61.2% |
| Admin fee / account holder | $109 | $13,328-99.2% | $10,705-99.0% | $10,827-99.0% |