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 | $18,554 | $108,172-82.8% | $77,482-76.1% | $158,922-88.3% |
| Participation rate | 14.3% | 64.4%-50.1pp | 54.2%-39.9pp | 82.0%-67.7pp |
| Annual return | 10.56% | 31.67%-21.1pp | 54.79%-44.2pp | 302.83%-292.3pp |
| Employer contribution / active EE | $46 | $1,325-96.5% | $986-95.3% | $4,761-99.0% |
| Participant deferral / active EE | $42 | $2,456-98.3% | $1,861-97.7% | $5,982-99.3% |
| Admin fee / account holder | $210 | $3,708-94.3% | $2,858-92.7% | $11,246-98.1% |