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 | $50,592 | $63,346-20.1% | $92,233-45.1% | $70,131-27.9% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 16.89% | 530.12%-513.2pp | 176.28%-159.4pp | 73.14%-56.2pp |
| Employer contribution / active EE | $549 | $2,471-77.8% | $3,679-85.1% | $2,342-76.6% |
| Participant deferral / active EE | $884 | $2,854-69.0% | $3,897-77.3% | $3,332-73.5% |
| Admin fee / account holder | $69 | $3,840-98.2% | $5,194-98.7% | $4,645-98.5% |