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 | $20,092 | $107,452-81.3% | $91,541-78.1% | $142,382-85.9% |
| Participation rate | 12.5% | 75.1%-62.6pp | 69.8%-57.3pp | 80.1%-67.6pp |
| Annual return | 18.61% | 22.06%-3.4pp | 20.50%-1.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $414 | $2,994-86.2% | $2,505-83.5% | $4,299-90.4% |
| Participant deferral / active EE | $688 | $4,754-85.5% | $4,008-82.8% | $6,507-89.4% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |