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 | $26,718 | $58,828-54.6% | $77,999-65.7% | $62,891-57.5% |
| Participation rate | 25.0% | 71.1%-46.1pp | 75.5%-50.5pp | 69.3%-44.3pp |
| Annual return | 6.21% | 17.16%-11.0pp | 425.96%-419.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $218 | $2,686-91.9% | $3,497-93.8% | $3,203-93.2% |
| Admin fee / account holder | $277 | $4,393-93.7% | $5,480-94.9% | $4,296-93.5% |