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 | $20,505 | $99,341-79.4% | $84,750-75.8% | $273,961-92.5% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 9.75% | 22.93%-13.2pp | 22.78%-13.0pp | 41.45%-31.7pp |
| Employer contribution / active EE | $633 | $4,214-85.0% | $3,574-82.3% | $4,869-87.0% |
| Participant deferral / active EE | $950 | $4,269-77.7% | $3,712-74.4% | $5,287-82.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |