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 | $26,015 | $112,096-76.8% | $95,952-72.9% | $158,922-83.6% |
| Participation rate | 38.5% | 79.0%-40.5pp | 77.1%-38.6pp | 82.0%-43.5pp |
| Annual return | 22.71% | 171.09%-148.4pp | 91.61%-68.9pp | 302.83%-280.1pp |
| Employer contribution / active EE | $646 | $3,198-79.8% | $2,541-74.6% | $4,761-86.4% |
| Participant deferral / active EE | $936 | $4,784-80.4% | $4,167-77.5% | $5,982-84.4% |
| Admin fee / account holder | $10 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |