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 | $37,600 | $85,766-56.2% | $136,294-72.4% | $70,131-46.4% |
| Participation rate | 32.1% | 74.2%-42.0pp | 81.9%-49.8pp | 69.5%-37.4pp |
| Annual return | 20.30% | 31.45%-11.2pp | 5155.94%-5135.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $741 | $2,966-75.0% | $4,695-84.2% | $2,342-68.4% |
| Participant deferral / active EE | $1,646 | $5,051-67.4% | $6,247-73.7% | $3,332-50.6% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |