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 | $13,561 | $105,126-87.1% | $94,646-85.7% | $139,434-90.3% |
| Participation rate | 61.1% | 82.4%-21.2pp | 80.8%-19.7pp | 80.3%-19.2pp |
| Annual return | 23.87% | 38.03%-14.2pp | 156.71%-132.8pp | 372.94%-349.1pp |
| Employer contribution / active EE | $1,050 | $4,106-74.4% | $3,672-71.4% | $4,751-77.9% |
| Participant deferral / active EE | $2,043 | $7,599-73.1% | $7,418-72.5% | $6,710-69.6% |
| Admin fee / account holder | $8 | $8,984-99.9% | $7,231-99.9% | $11,403-99.9% |