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 | $37,697 | $107,334-64.9% | $92,893-59.4% | $152,861-75.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 18.64% | 145.58%-126.9pp | 109.41%-90.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $865 | $4,221-79.5% | $3,653-76.3% | $4,762-81.8% |
| Participant deferral / active EE | $926 | $4,845-80.9% | $4,236-78.1% | $5,850-84.2% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |