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 | $64,528 | $90,600-28.8% | $79,464-18.8% | $135,375-52.3% |
| Participation rate | 7.1% | 76.0%-68.9pp | 73.3%-66.2pp | 82.6%-75.5pp |
| Annual return | 1.36% | 977.43%-976.1pp | 718.14%-716.8pp | 519.73%-518.4pp |
| Employer contribution / active EE | $231 | $3,068-92.5% | $2,800-91.8% | $4,779-95.2% |
| Participant deferral / active EE | $231 | $4,050-94.3% | $3,704-93.8% | $5,609-95.9% |
| Admin fee / account holder | $54 | $5,907-99.1% | $5,113-98.9% | $10,827-99.5% |