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 | $16,407 | $108,642-84.9% | $74,701-78.0% | $152,861-89.3% |
| Participation rate | 16.7% | 65.3%-48.7pp | 54.5%-37.8pp | 82.4%-65.8pp |
| Annual return | 21.07% | 114.06%-93.0pp | 752.92%-731.9pp | 345.32%-324.2pp |
| Employer contribution / active EE | $37 | $1,503-97.5% | $1,084-96.6% | $4,762-99.2% |
| Participant deferral / active EE | $43 | $2,712-98.4% | $1,964-97.8% | $5,850-99.3% |
| Admin fee / account holder | $198 | $4,902-96.0% | $3,333-94.1% | $11,596-98.3% |